Administrative & Marketing Assistant
Adriana Lora joined EagleStone Tax & Wealth Advisors in March 2021 as Marketing &Operations Coordinator. She works closely with members of ESTWA team to ensure the smooth running of daily operations and client relations. In her marketing duties, Adriana is key in coordinating events, client communications, and other marketing objectives.
Adriana graduated from American University with a bachelor’s in Public Communications and a minor in Marketing, before starting her own business in beauty, bath, and body projects. She has extensive experience in event management and social media.
A lifelong resident of Montgomery County, Adriana grew up in Kensington, MD, and now resides in Gaithersburg. Her commitment to community drives much of what she does, and she spends much of her time participating in local community events and fundraisers. She loves exploring her community, finding new restaurants, cycling, fitness and yoga, and spending time with her young son.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
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