Lucy Ortiz

New Business Associate

Lucy is a New Business Associate at Walser Wealth. She was born In Hoboken, NJ and raised in Jersey City, NJ.

She has been in the financial industry since her junior year of high school where she started on Wall Street under a work program. She graduated from Florida Metropolitan University and currently holds her Series 7. Lucy is here to guide our clients through our onboarding process, ensuring all paperwork is done in a sufficient and timely manner. Lucy loves working closely with our clients and helping them to get onboarded with Walser Wealth!

Family is her world as she and her husband have been married for 45 years and have 2 children and 8 grandkids.. She and her daughter share a Shiatzu named Rascal.

  • Florida Metropolitan University – Tampa Campus

  • Series 7

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