Excelsis Global Private Wealth

Excelsis Global Private Wealth, launched in 2021, is a consortium of five teams of former Wells Fargo international advisors who joined our platform in Texas as part of Sanctuary Global. With over 150 years of experience, these eight advisors are: Marlen Lopez and Roberto Lopez; Florentino Chapa and Erasmo Salinas; Lorena Guerrero; Javier Ordorica and Carlos De La Garza; and Rene Perez. All are in McAllen, except for Carlos in Laredo and Rene in San Antonio.

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