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Antonio Lopez | Financial Advisor

Profile img for Antonio Lopez, financial advisor at Wells Fargo Advisors
Santa Fe, NM
Antonio Lopez
Financial Advisor
Senior Financial Advisor at
Wells Fargo Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
While the markets evolve and headlines sound alarms, Antonio Lopez a Senior Financial Advisor at Wells Fargo Advisors, enjoys serving as a voice of reason to assist clients prudently and comprehensively navigate the vast financial landscape. To help affluent individuals and their families uphold complete wealth management, he strives to provide personalized, in-depth strategies guided by his experience as a long-distance runner: Enduring success depends on preparation, pacing, and patience. By diligently listening to clients, Antonio strives to provide sound financial advice for the last 20 years with ongoing education, guidance and resources needed for all stages of life. Antonio attended the University of San Diego and graduated (2004) with a bachelor's degree in psychology and a minor in theatre arts. His passion has led him to complete 23 marathons across the United States, winning one; with a personal best of 2 hours and 32 minutes (2007). Motivation and a vision for success are the foundation of Antonio's professional relationships. He first gained entrepreneurial experience as a teenager, when he built and managed a profitable lawn care service company. Later, as a student athlete with asthma, Antonio overcame the condition with individual New Mexico State Championships in the 800 meters, Mile, and Two Mile. In college he ran the metric mile in 3 minutes and 52 seconds. After completing college, he then moved to New York City and attended graduate school at the Actor's Studio Drama School. While living in Manhattan, Antonio started his career in the financial services industry, subsequently returning to his home state of New Mexico. Liz and Antonio enjoy taking their 10-year-old son, Logan, to our National Parks with 32 out of 63 & counting. Antonio stays busy outside of work by volunteering on non-for-profit board of directors and coaching his son’s public school basketball team. In 2025 Antonio will publish his first of two-travel memoir’s on visiting our National Parks.
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Specialties and Expertise

8
Portfolio Construction
College Planning
Endowments & Charities
High Net Worth Planning
Retirement Income
Sports and Entertainment
Succession Planning
Ultra High Net Worth Planning

Clientele

8
Retirees
Doctors
Entrepreneurs
Healthcare Workers
High Net Worth Individuals
Ultra High Net Worth Individuals
Tech Employees
Wealthy Families

Education

1
University of San DiegoBachelor of ArtsYear Obtained: 2004
Quick Facts About Antonio
Years of Experience:20 yearsMember since:2025Average Account Size:$1,500,000Number of clients:70

Services Provided

How I help my clients

Investment Management

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Business Retirement Solutions

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Estate Planning Strategies

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Insurance

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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Santa Fe, NM
Antonio Lopez
Financial Advisor
Senior Financial Advisor at
Wells Fargo Advisors
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Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 01-20-2025