Scottsdale's Own Wilde Wealth Management Expands to Florida
By Alison Bailin -
Monday Mar 06, 2023
Wilde Wealth Management Group, an award-winning Arizona-based independent financial services firm that provides comprehensive retirement, investment, insurance, legal and tax planning services, is pleased to announce Triumph Wealth Management will be joining the firm as an affiliated partner, effective February 10, 2023. The affiliation 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 currently seeking local office space in Miami.
“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,” says Antonio A. Lopez, an Independent Financial Advisor and founder of Triumph Wealth Management.
In his new role, Lopez will not only continue 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.
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. Finding success in this role, he would continue this line of advisement for more than a decade as an internal wholesaler at SunAmerica AIG Investments, sales consultant at New York Life Investment Management, regional vice president of Mirae Asset Global Investments, and regional vice president of Ivy Investments before taking on the role of financial advisor at Edward Jones and founding Triumph. Lopez earned his bachelor’s degree in Business from the New Jersey Institute of Technology and his executive master’s degree in Finance from Baruch College – City University of New York. He also holds a Graduate Certificate in International Business & Finance from New York University as well as Series 7, 6, 63, and 66 registrations.
“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,” says Trevor Wilde, MBA, AIF®, Investment Advisor Representative and CEO of Wilde Wealth Management Group, which is celebrating its 20th year throughout 2023.
As dedicated to the community as to his work, Lopez is a 4th degree Knights of Columbus and member of its Coral Gables chapter. He also serves as the current president of the Global Professionals chapter of Business Networking International, and is a former member of the Rotary Club of Coconut Grove.
“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,” said Wilde. “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 Wilde, who himself is a member of the board of directors for Child Crisis Arizona as well as a member of Young Presidents' Organization and, the Forbes Finance Council, from sponsoring local sports teams to organizing fundraising events for nonprofits in need to simply donating to causes near and dear to their hearts, Wilde Wealth is making a difference in the lives of people across Arizona in every way it can.
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 located at Wilde’s newly expanded Scottsdale headquarters at 7025 N. Scottsdale Road in Scottsdale, Ariz., 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.