Joanna Lopez
Senior Account Services Associate

Joanna is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management, and client service. Prior to joining Beacon Pointe, Joanna spent four years working in Advisor Services at Charles Schwab in Phoenix, AZ. She earned her bachelor’s degree in business communications at Arizona State University. Joanna currently holds her FINRA Series 7 & 63. In her free time, she enjoys trying out new restaurants, staying active, traveling, and spending time with her Australian Shepherd, Oliver.