Client Associate
Nathalia Lopez was born and raised in Colombia, where she earned her bachelor’s degree in International Business with an emphasis in Marketing. She furthered her education by completing her master’s at Wilmington University in 2025. Nathalia’s career began with an internship in New York City, working in marketing and customer service for a travel agency, before returning to Colombia to support her family’s travel business as a community manager and customer support specialist.
In 2018, Nathalia transitioned into the financial services industry upon moving to the United States. She spent seven years with JPMorgan Chase, where she refined her expertise in client relationships, financial guidance, and customer service. Nathalia is passionate about educating clients and helping them make confident decisions regarding their financial futures. As a bilingual professional fluent in English and Spanish, she takes great pride in connecting with diverse communities and creating meaningful client experiences.
Outside of her professional life, Nathalia enjoys spending time with her husband and son. She is an active individual who loves playing tennis and golf, as well as exploring her creative side through the guitar and painting. She also enjoys traveling and relaxing at the beach.
Address
3300 PGA Blvd
Suite 990
Palm Beach Gardens, FL 33410
Phone
(561) 491-7300

