About Shelby Lopez

About Shelby Lopez

Client Services Director

Mrs. Lopez joined the LPL Financial team in 2004 as the front office receptionist. She later became the Office Manager and was eventually promoted to Client Services Director. Shelby is not only the friendly voice over the phone, but she is also the “go to” person when the advisors are out of the office. Shelby enjoys providing each client with support as well as exceptional client service.

Shelby attended Blue Ridge Community College before making the decision to move to Charlotte, NC. Once there, she began working for one of the largest staffing companies in the United States; during her time in the staffing industry, she was promoted multiple times, finishing her service there as the companies Branch Operations Leader. She received various awards ranging from customer service to leadership.

Shelby enjoys spending time with her husband Ricky, son Mason, and step-daughter Trinity. They attend Freedom Fellowship in Broadway, VA. They also enjoy boating, fishing, vacationing at the beach, and movie nights at home.

Shelby is a Notary Public in Virginia.

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