Meet the Team

SAX-600x600_Gladys-Lopez

Gladys E. Lopez

Retirement Client Service Assistant

Parsippany, NJ | 973.554.6138
glopez@swa.com

Education

  • BS in Finance, BA in Economics, William Paterson University

Community

Gladys E. Lopez is a Retirement Client Service Assistant for Sax Wealth Advisors. Some of her responsibilities include assisting the Retirement Plan Practice with important functions necessary to successfully operate the business and support our clients, billing, workflow support, meeting scheduling, system coordination, payroll uploads, client mailing support, and diligent client communication. She also assists Spanish-speaking clients and helps convey their unique needs to advisors.

Gladys graduated from William Paterson University with a BS in Finance and BA in Economics.

Awards & Honors