Enrique Lopez

Senior Wealth Advisor, Founding Member

A native of the Rio Grande Valley, Rick brings over 30 years of experience in investment management, with a career dedicated to serving high-net-worth and cross-border clients. He began his professional journey in 1992 while studying International Business at the University of Texas–San Antonio, working full-time at a national investment firm.

In 1996, Rick returned to the Rio Grande Valley as a fully licensed financial professional, launching a successful advisory career focused on high-net-worth and non-resident households. In 2003, he accepted a senior wealth advisory role within a private banking division, where he spent 15 years advising ultra-high-net-worth families on both sides of the Texas-Mexico border. His work included complex wealth planning, investment management, and cross-border financial strategies.

In 2018, Rick joined a regional trust and wealth management team, continuing to expand his reach and deepen relationships with affluent families and institutional clients across the region.

He resides in the Rio Grande Valley with his wife of 32 years, Dr. Valladares, a practicing family physician. Their two sons are currently attending college.