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[email protected] LinkedInJavier provides comprehensive investment planning as a road map to help our clients pursue their financial goals. For more than 16 years, Javier has assisted domestic and international clients address their financial needs by developing sound strategies that focus on each individual’s specific objectives. With a strong background in several areas of the financial industry and valuable experience in various market conditions, Javier has honed his financial advising expertise and creates lasting relationships with our clients who rely on his insights and knowledge.
Javier began his career as a Personal Banker for international and domestic customers at IBC Bank. Wanting to learn the different areas of the banking industry, he became a Senior Credit Manager at Wells Fargo Financial in San Antonio, Texas. Continuing with his banking education, Javier had the opportunity to learn the fundamentals of investing at J.P. Morgan Chase in Brownsville, Texas. He then joined Wells Fargo Advisors in 2013 where he provided personalized financial advice for individuals and families. Javier is part of the team that co-founded Excelsis Global Private Wealth in 2021.
He grew up near the southern border where he has lived most of his life. This has provided him with the opportunity to embrace the cultures of Mexico and the U.S. As a youth, Javier enjoyed playing sports, which led to an athletic scholarship at Tec de Monterrey in Torreon, Coahuila, Mexico. During his college career, Javier played football, where he learned the importance of working as part of a team and the success that comes with it. In 2004, he graduated with a degree in International Business.
Javier enjoys spending time with his family and nephews. Javier likes to stay physically and mentally active, whether by exercising or learning about other cultures. Javier is fluent in Spanish, English, and Portuguese.