Ciara Lopez

Ciara is our newest Financial Assistant and joined the team in May 2026. She supports the advisory team with client account maintenance, documentation, and day-to-day operational needs. She also plays an important role in keeping things running smoothly — from scheduling and meeting preparation to account servicing and administrative support — helping to ensure every client interaction is organized and well-cared for.

Before joining Legacy Wealth, Ciara built a strong foundation in underwriting and medical billing, fields that sharpened her eye for detail, her commitment to accuracy, and her ability to thrive in fast-paced environments. That background translates naturally into her work here, where precision and follow-through are everything.

When she's not at the office, Ciara enjoys working out, cooking at home, going on walks, and unwinding with a good movie or TV show.