Emily Lopez
Wealth Coordinator
Emily has been in the financial and accounting services industry since 2007. Focusing on private client services, she emphasizes collaborative wealth management as the way to meet the needs of our clients as fully as possible. Emily is familiar with industry and custodian policies, procedures, and systems, is hands-on in all areas, and ensures timely communication and issue resolution – all of this being central to delivering quality care to clients. In addition, she has extensive background in client-facing administrative activities associated with accounting services which has contributed to improving approaches that best support our team and our clients.
Emily is dedicated to community involvement in support of helping improve health, education, and financial stability for people in need. She believes that best support and solutions come from careful listening and taking the time to understand someone’s wants or needs and then take action with a can-do attitude.
A graduate of West Virginia University with a marketing degree, her career has blended wealth management with sales and marketing, hospitality, business operations and administration, accounting, and client communications and relations.
Direct: 304.915.0267
