Sylvia brings 15 years of experience in financial services to LPL Financial as Operations Manager. She brings professionalism and personal commitment to serving each client. Sylvia enjoys running the day-to-day operations at WallStreet Texas and overseeing new business processing while providing proactive service to each of our clients. Working one on one with all of our clients to effectively meet their needs comes naturally to Sylvia. As the primary client liaison, she strives to assist clients and advisors with their overall financial needs by trying to make things as easy as possible on the client when providing customer service. Sylvia’s attention to detail, excellent rapport-building skills and her natural vitality and energy make her a valuable member of the WallStreet Texas team.
Sylvia enjoys reading, and playing the occasional round of golf.