Lopez Wealth Management Group

Financial Services - North Bethesda, MD, US

Lopez Wealth Management Group Employees
Sheila Lopez

Director of Marketing

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Gail Maidenbaum

Wealth Advisor

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Jon Weatherly

Partner, Wealth Advisor, Chief Compliance Officer

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Daniel Thornton

Wealth Advisor

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Jennifer Caveness

Operations Associate

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J. Lopez

President

Contact J. Lopez

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Lopez Wealth Management Group Details

This family-owned and operated financial advisory firm serves small businesses and families with estate, retirement, succession planning, and comprehensive wealth and investment management. Concord Wealth Partners was founded in 2002 in Abingdon, Virginia.

Lopez Wealth Management Group logo, Lopez Wealth Management Group contact details
Employees: 20 - 49
HQ: 276 628-5910
Location: North Bethesda, MD, US
Revenue: 1 - 2.5 Million
Wealth Management Financial Services Financial Advisory Services
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