Annaluisa Frias

Wealth Associate

Annaluisa Frias

956-468-2163

[email protected]

Annaluisa joined The Lopez Private Wealth Group in January of 2022. As our Wealth Associate, Annaluisa handles account openings and a wide variety of client requests, which she handles with effectiveness and discretion. Her strong work ethic and commitment to customer service excellence makes her a trustworthy and valuable member of the team. Annaluisa prides herself on her organizational, analytical, and bilingual communication skills. She loves working with others and believes in creating a fun and collaborative workspace.  
 
Annaluisa graduated summa cum laude from the University of Texas Rio Grande Valley in 2017 with a bachelor’s degree in finance. While in school, Annaluisa was highly involved in several nonprofit organizations; ALPFA (Association of Latino Professionals for America) and Enactus to name a few. She acted as a Business Project Committee Member and helped plan and launch a project named VIDA NUEVA for Enactus. A project created to empower women from underdeveloped and impoverished areas and aid them in creating their own sustainable business. Before joining Excelsis Global Private Wealth, Annaluisa worked at Vantage Bank Texas as an Administrative Officer in Real Estate and Facilities. She began her career as a rotational intern at International Bank. Which allowed her to be part of several departments within corporate banking like Human Resources, Credit Review, and Special Assets.  
 
In her spare time, Annaluisa cherishes time spent with her husband, dog, family, and church. She values trust, integrity, respect, and fairness, all of which are evident through her work at Excelsis Global Private Wealth. Ultimately, Annaluisa’s keen financial perspective and ebullient character make her an eminent asset to The Lopez Private Wealth Group.