Diana Andrews is the Regional Production Manager for Opes Advisors’ Branches. She works closely with Branch Managers and sales teams to hire, train, forecast, plan and market effectively to promote the Opes Advisors brand, ensure client satisfaction and meet loan volume promises.

Diana has a successful track record spanning more than 20 years in sales and operational management. Prior to joining Opes Advisors, she was a registered broker and Financial Advisor at Morgan Stanley Smith Barney where she helped clients and their families develop detailed financial plans and managed their portfolios. Prior to MSSB, she led sales and operations for the top region of Wells Fargo Home Mortgage with monthly volume exceeding $600 million.

Diana earned her Bachelor of Arts degree in economics from the University of California, Davis. She holds the designations of FPA, Financial Planning Associate; and AMP, Accredited Mortgage Professional; and is a Series 65 registered investment adviser representative. Diana is involved with PTSA and the Athletics Boosters with Homestead High School and is an active member of 100 Women Charitable Foundation, a women’s philanthropic group that serves to award high-impact financial grants to San Francisco and Peninsula nonprofit organizations.

Diana lives with her family in Sunnyvale.