Lorena Gutierrez

Lorena takes a detail‑driven approach to her work and strives to provide a clear and seamless experience for both clients and advisors.

She intentionally pursued a career in financial services, drawn to the structure of the industry and the responsibility that comes with supporting clients’ financial lives. Lorena began her career at Morgan Stanley, where she developed a strong foundation in operational excellence.

As a Client Service Associate, Lorena works closely with clients and advisors to ensure requests are handled accurately and on time, valuing clear communication and consistent follow‑through.

Education

• Bachelor of Business Administration in Investments from Towson University

Fun Facts

• Enjoys spending time with family and often hosts holidays, usually taking on the role of cook.
• Loves exploring new local spots and trying different foods, with frequent weekend visits to Bakehouse.
• Enjoys foreign and independent films, including Daisies and The Grand Budapest Hotel, and watching the survivalist series Alone.