Yuly Mero
Administrative Assistant
Yuly is part of LPL Business Solutions, a service that provides industry-trained
professionals who simplify operations and streamline advisors' practices. As a Strategic Wealth Services Admin, she supports administrative tasks and client management functions, enabling advisors to focus on client relationships and firm growth.
Yuly has worked in financial services since 2018, with expertise in client onboarding, service coordination, back-office operations, and workflow optimization, making her a valuable operational partner to advisors.
Yuly has a Bachelor of Science in Management from Winston Salem State University. She also holds the Series 7 and 63 licenses through LPL Financial.
*Please note that activities requiring FINRA registrations are not in scope.
Yuly was born and raised in Ecuador in a very small town called Portoviejo near the beach, she is bilingual English and Spanish. She likes to travel, enjoy the mountain as wells as the beach. One of her favorite things to do is spend time with family.
