Marlen Lopez

Marlen Lopez is an experienced financial professional currently serving as a Senior Wealth Advisor and Managing Partner at Excelsis Global Private Wealth since June 2021, where Marlen leads The Lopez Private Wealth Group. Prior experience includes a role as a Financial Advisor at Wells Fargo Advisors from June 2016 to June 2021, focusing on comprehensive wealth management for affluent clients. Marlen also held positions as a Financial Advisor and Assistant Vice President - Investments at Merrill Lynch from April 2008 to June 2016, and as a Relationship Manager at Chase from April 2001 to April 2008. Marlen Lopez holds a Bachelor's degree in Spanish and International Business from St. Edward's University, completed in 1999.