Noemi Lopez

Client Service Manager

Noemi Lopez brings over 20 years of client service and support experience to Luma Wealth. In her role as Client Service Manager, Noemi serves as a first point of contact for new and existing relationships. She prides herself in providing an individualized client experience,
while working closely with families to accomplish their personal financial goals.

Prior to joining the practice in 2018, Noemi was a Portfolio Management Associate at Key Private Bank for 12 years. In that role, she performed complex administration of asset
transactions and directly supported her team in the creation of deliverables, for approximately 400 ultra-high net worth client relationships.

Prior to her role at Key, Noemi held the title of Client Associate for 7 years at Merrill Lynch’s Private Client Group in Cleveland.

Noemi resides in Cleveland, Ohio, with her husband Eddie, their three children, and their two dogs. In her free time Noemi enjoys working out, dancing and reading. Noemi has a bilingual proficiency in Spanish.

Luma Wealth Advisors - Professional Noemi Lopez