PROFESSIONAL PROFILE

Diana A. Lopez, CFM, CIMA®
Vice President, International Financial Advisor

Diana Lopez adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before a recommendation is presented, she considers a client’s whole life, taking the time to fully understand who they are and what matters most to them as an individual and as a business professional. With this intimate knowledge about what they value most, Diana is able to help clients establish financial objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Merrill Lynch Wealth Management in order to connect all the pieces of a client’s financial life.

Diana has worked in the financial services industry for over 16 years. She graduated with a Master of Accounting and worked with PricewaterhouseCoopers, LLP, where she specialized in the audits of public and private companies in the Financial Services market. Diana holds a Certified Investment Management Analyst™ (CIMA®) designation through the Investment Management Consultants Association in conjunction with the Wharton School of Business.

At Merrill Lynch, she focuses on providing specialized advice and wealth management strategies to corporate executives, business owners, and retirees in the areas of retirement planning and asset protection and also helps clients focus on estate planning issues while working with their estate attorneys and tax professionals in developing their estate and tax plan. Diana is married to Vicente and they have two beautiful girls named Gabriella and Anabel.