Alley Ruiz
Alley is the Account Manager at LPL Financial with nine years of experience. She partners with advisors to support administrative tasks, maintain client relationships, and effectively delegate and manage various workflows within the team and with supporting members.
Ms. Ruiz began her career as an associate at a reputable wealth management firm. Her passion for helping clients take control of their financial future led her to become a Client Services Manager, where she took on more responsibility in client engagement and satisfaction. She then joined LPL Financial, where she continued assisting advisors and their clients in complex financial roles. Ms. Ruiz understands the daily operational challenges that clients, families, and businesses face and is dedicated to delivering great client experiences.
Alley lives in Costa Mesa with her Rhodesian Ridgeback, Red Bandit. She enjoys brunch with friends, boating, camping, off-roading, hiking, and spending time with family. She is also fluent in Spanish.