Eliud Garza
Wealth Advisor @Excelsis Global Private Wealth
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WORK HISTORY
Wealth Advisor @Excelsis Global Private Wealth
EDUCATION
The University of Texas at San Antonio
Bachelor's degree, Finance
SKILLS
ABOUT ELIUD GARZA
As a Wealth Advisor at Excelsis Global Private Wealth, I partner with high-net-worth clients to provide customized financial solutions that align with their goals and values. I leverage my Series 7 and 66 certifications, as well as my fluency in Spanish and English, to serve a diverse and global clientele.I joined Excelsis in 2021, after working as a Registered Client Associate at Wells Fargo Advisors for over two years, where I supported senior advisors in managing client relationships, marketing initiatives, and operational tasks. I also have a Bachelor\'s degree in Finance from The University of Texas at San Antonio, where I gained a solid foundation in financial analysis, portfolio management, and risk assessment. I am passionate about helping clients achieve financial security and peace of mind, and I continuously seek to learn and grow in my field.
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