Ana Lopez, MFP

Client Service Associate

Ana is a Client Service Associate. She provides dedicated service and support to high net worth and institutional clients by collaborating with trusted advisors and financial institutions. Before joining Inverness in 2006, she worked at JPM Chase Bank as a Relationship Manager.

Ana earned her Master of Science in Financial Planning in 2020 from the University of Georgia. She is also a member of the Financial Planning Association.

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