Evelyn Perez-Lively

Client Operations Specialist

Evelyn previously worked with a financial advisor/founder and CEO of the firm. She served as his Client Services Associate and Executive Assistant. Evelyn’s core values include providing exceptional customer experience and service.

Evelyn also worked as a legal secretary at a top 100 law firm in New York City for several years. She served as the client’s first point of contact and liaison between themselves and the attorneys.

Evelyn loves to cook, sing, dance, and exercise.

Favorite Quote: I would rather regret the things I have done; than the things I have not - Lucille Ball.

Hidden Talent: I have a nice singing voice.

The place I would most like to visit: Spain…to discover my ancestry and where my great-grandmother came from.