Mabel Lopez

Senior Client Service Associate

Mabel Lopez has been in financial services for over 10 years. Mabel has a Bachelor of Arts in Finance  from the University of South Florida.  She holds the following designations and licenses:

  • Series 6 (Investment Company Products/Variable Contracts Representative)
  • Series 7 (General Securities Representative)
  • Series 63 (Uniform Securities Agent State Law Exam)
  • Series 65 (Uniform Investment Advisor Law Exam)
  • Licensed Life, Health and Variable Annuity Practitioner

Mabel is licensed to do securities business in Florida.

Mabel works out of the home office in Winter Haven located at 799 Overlook Drive in Winter Haven. Mabel may be reached by phone at (863) 326-9833. Her email address is

Phone (863) 326-9833