Wilde Wealth Management adds Antonio A. Lopez to fold
Staff Reports | Digital Free Press
Wilde Wealth Management Group is announcing Triumph Wealth Management has joined the firm as an affiliated partner.
The affiliation, representatives of the award-winning Scottsdale-based financial advisement firm say, marks the expansion of Wilde Wealth Management Group into Florida.
Through the affiliation, both firms will retain their branding, and the team at Triumph is seeking new office space in Florida, brand representatives say.
“This partnership is the result of a relationship as colleagues and friends with the leadership at Wilde for more than a decade, and through it Triumph will gain access to the depth of experience as well as the array of in-house service offerings in the fields of legal, taxes, risk management, family services, real estate and insurance, which Wilde Wealth offers,” said Antonio A. Lopez, an independent financial advisor and founder of Triumph Wealth Management.
Mr. Lopez continues to focus on helping clients be prepared for critical financial events in their lives, such as retirement, strategic investment planning and caring for future generations, but he will also work to grow the Florida office in partnership with Wilde Wealth.
Wilde Wealth Management adds Antonio A. Lopez to fold
Mr. Lopez brings two decades of experience in banking and finance. He began his career in the mid-2000s with a role as a personal licensed banker at JPMorgan Chase Bank, which he used as a springboard to go into wholesaling mutual funds and advising financial advisors on how he could assist them growing their wealth management practices, according to a press release.
“During his career to date, which has spanned nearly 17 years, his work with so many different areas of finance has given Antonio a unique and thoughtful perspective, one that we understood right away would be invaluable to our team,” said Trevor Wilde, CEO of Wilde Wealth Management Group, which is celebrating 20 years of doing business in 2023.
As dedicated to the community as to his work, Mr. Lopez is a 4th degree Knights of Columbus and member of its Coral Gables chapter. He also serves as the president of the Global Professionals chapter of Business Networking International, and is a former member of the Rotary Club of Coconut Grove, the release states.
“His volunteer and civic leadership were another key reason he is a perfect fit for us. Wilde Wealth Management Group believes in operating under a commitment to service to both its clients and the community at large,” Mr. Wilde said. “Through Wilde for Arizona, the firm empowers its team to be active members of the communities where we all work and live, and we look forward to being Wilde for Florida now as well.”
According to Mr. Wilde, who volunteers his own time at Child Crisis Arizona as well as being a member of Young Presidents’ Organization and the Forbes Finance Council, a key tenet of Wilde Wealth is seeking to making a positive difference in the greater community.
The expansion into Florida comes on the heels of the company’s expansion into California in 2021 and New Mexico in 2020 as well as its continued growth across Arizona to include offices across Scottsdale, Tempe, Glendale, Sedona, Payson and Tucson. Wilde Wealth also has a satellite office in Indiana.
In 2022, Wilde also launched Wilde Wealth Insurance. The new in-house firm, which is found at the firm’s Scottsdale HQ, 7025 N. Scottsdale Road, offers corporate and individual insurances services, business insurance – including general liability, property, workers compensation and more – life and disability insurance, long-term care insurance, and homeowners and renter’s insurance.
