Adriana Lorduy
Investment Operations Associate
Adriana joined Morris Financial Concepts in 2024 and serves as an Investment Operations Associate, where she helps manage the daily operational flow of the firm with precision and care. Her proactive approach to client servicing and internal processes reflects her deep commitment to excellence and reliability.
She holds a Bachelor’s degree in Psychology from American Public University and a Master’s degree from The Citadel. Before joining MFC, Adriana served as a Program Administrator at Increasing H.O.P.E., supporting financial education and empowerment initiatives. She also worked as a Lead Care Coordinator in the Child First Program at Bridgeport Hospital, part of Yale New Haven Health, where she helped families navigate complex care systems with compassion and clarity.
Adriana brings a thoughtful, people-centered lens to every aspect of her work, shaped by her experience in both nonprofit and healthcare settings. She is bilingual in English and Spanish, and is passionate about making communication resonate emotionally and culturally—especially for families and communities navigating complex systems.
Outside the office, she enjoys gardening, baking, outdoor adventures, and spending quality time with her family.
Client Focus:
To ensure every client experience is smooth, attentive, and grounded in trust.