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[email protected] LinkedInHaving worked in financial services since 1999, Erasmo has dedicated his career to delivering personalized investment planning services for his international and domestic clients. His extensive experience during major market shifts has enabled him to develop sound strategies by focusing on each individual’s specific investment needs. Prior to co-founding Excelsis Global Private Wealth in 2021, Erasmo worked at Wells Fargo Advisors since 2010, providing personalized financial advice for families and individuals, including business owners. He began his career as a Financial Advisor with J.P. Morgan Chase in McAllen, Texas, where he developed both his passion for serving his client and his knowledge about wealth strategies. It was while earning his Associate’s degree at the South Texas College that he decided to pursue a career in financial services, eventually obtaining the appropriate licensing to become a Financial Advisor.
Growing up with his parents in Mexico, Erasmo learned to enjoy exploring new places and new people. After college, he settled in the McAllen area, and more than 15 years later, he still loves the city and all it has to offer. Erasmo spends his free time with his wife, Jovy, a business owner, and their two children, Fabrizio and Regina. He loves to vacation with his family, traveling around the world and visiting his family in Mexico. Erasmo has been involved in the community by coaching his son’s traveling elite baseball team. Erasmo especially enjoys coaching, running, playing golf, watching sports on TV, and reading. Erasmo and Jovy look forward to sharing their many hobbies with their children as they get older.