AlphaCore Wealth Advisory
Lillian Lopez serves as a Client Service and Operations Specialist at AlphaCore Wealth Advisory. With nearly thirty years of professional experience, Lillian is known for her positive and respectful attitude, as well as her impeccable problem-solving skills. Her attention to detail and knowledge of the industry permits her to provide superior customer service for an enhanced client experience.
Before joining AlphaCore in April of 2023, Lillian held a variety of roles with Raymond James Financial, UBS International, LPL Financial Services and PaineWebber Inc.
AlphaCore Wealth Advisory
At AlphaCore, they employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, AlphaCore believes alternative investments should also be incorporated in order to properly diversify a portfolio.