About Shelby Lopez

About Shelby Lopez

Jun 28, 2015 |

Written By Advisor
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Client Services Director

Mrs. Lopez joined the LPL Financial team in 2004. She is currently the Client Services Director. In 2017, she earned the Financial Paraplanner Qualified Professional™ – FPQP™ designation through the College of Financial Planning, and a Bachelor’s level credentials through LPL Financial’s Admin U.

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

Shelby is a Notary Public in Virginia.

Contact Shelby

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Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
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