Yuly Mero 

Client Service Associate

Yuly is part of LPL Strategic Wealth Services, a service that provides industry-trained professionals who simplify operations and streamline advisors' practices. She supports administrative tasks and client management functions, enabling Breakaway 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. She has a Bachelor of Science in Management from Winston Salem State University and also holds the Series 7 and 63 licenses through LPL Financial.

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 well as the beach. One of her favorite things to do is spend time with family.