Carlos De
La Garza

Senior Wealth Advisor | Founding Partner

In working one-on-one with clients, Carlos’s goal is to help them make informed decisions about their financial goals. He provides a full range of investment planning strategies tailored to each client’s unique needs. For over a decade Carlos has helped domestic and international clients address their financial concerns and develop solutions designed to help them progress along the path to their individual goals. With extensive experience in financial markets, Carlos has dedicated his career to delivering the personalized investment planning his clients deserve.

Carlos began his career as a Business Specialist with Wells Fargo & Co. in Laredo in 2008, where he acquired his fundamental knowledge and understanding of financial solutions and investment dynamics. He believes this background has allowed him to skillfully apply the proper tools to help his clients be successful. In 2014, Carlos earned his MBA in International Banking and Finance, where he further developed his investment knowledge. While completing his Master’s program, Carlos joined Wells Fargo Advisors, adding to his area of experience the discipline of personalized finance, enabling him to advise individuals, families and businesses. Carlos is part of the team that co-founded Excelsis Global Private Wealth in 2021.

Carlos spends his free time with his wife, Marlene, an IT Project Manager, and their daughters. They like to stay active both physically and mentally. Carlos plays soccer and racquetball in different local leagues and Marlene takes regular Zumba classes. They love to take family trips to the beach or to explore new places with their daughters.