José Luis Neri Varela

About José Luis Neri Varela

As a successful Wealth Planning Advisor, I have experience building businesses, delivering excellent service, and supporting functions such as account creation and maintenance, client/prospect meeting preparation, and structuring client investments. I am an analytical thinker with a history of breaking down complex problems and proactively finding solutions to reduce the tax burden. Within my profession, I am recognized for implementing go-to-market strategies that grow business and generate over in annual sales.Currently, I serve as an International Private Client Solutions Director for AbitOs. Within this role, I consult High-Net-Worth Individuals and Ultra-High Net Worth families to structure their investments to achieve asset protection and efficient tax planning while preserving assets for future generations. I am enthusiastic about the wealth management industry, supporting decision-makers, and ensuring proper delivery of scope, budget, and high-quality cross-border structuring solutions for UHNWIs and HNWIs.As a thorough, meticulous individual with a passion for excellence, I am adept at listening to client needs, then analyzing and implementing the best fit solution. I have devoted my career to stimulating revenue growth, developing winning marketing strategies, and generating new revenue streams.My industry qualifications include:Devising tasks that match the goals, objectives, and needs of the business and client.Play a firsthand role in structuring UHNWI clients’ wealth and business development throughout my tenure.Advise structure of corporate companies and private (UHNWIs and HNWIs) clients’ investments abroad to achieve asset protection, succession planning, and efficient tax planning.Experience analyzing client investment objectives and setting up the best structure that suits their needs.Implementing structures to help reduce tax burdens or eliminate taxes.I offer a unique combination of Estate Planning expertise and proven business development strategies. Combining key strengths in relationship building, product/service representation, and sales leadership, I understand the importance of developing relationships to foster loyalty amongst clients, advisors, teams, decision-makers, and key stakeholders.I look forward to expanding my LinkedIn network and connecting with more industry experts.

Experience

1. Wealth Planning Advisor

   BBVA Global Wealth Advisors

   Mar 2026 — Present · Houston, TX, US

Education

• University of Deusto

  Master of Laws - LLM, Tax Law

• Universidad de Monterrey

  Juris Doctor - JD

• University of Florida - Fredric G. Levin College of Law

  Master of Laws - LLM, International Tax Law