Lennette Longoria

Wealth Associate

Lennette Longoria


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Lennette brings a wealth of experience and dedication to The Lopez Private Wealth Group, having joined as our Wealth Associate in December 2023. Her unwavering work ethic and dedication to delivering exceptional customer service makes Lennette an invaluable asset to our team. Lennette thrives in collaborative environments, fostering a vibrant and enjoyable workspace for all.

With a background in managing various departments for an Oil & Gas Service Company for over five years—including Human Resources, Legal Operations, Compliance, and Accounting—she excels in maintaining accurate records and providing essential support. This experience seamlessly translates into her role here at Excelsis Global Private Wealth, ensuring continued efficiency and reliability in account openings and managing client requests with discretion and effectiveness.

Beyond her professional endeavors, Lennette treasures spending time with her family and friends. Raised in the Rio Grande Valley, she embodies the values of perseverance and community support in her daily life. Her purpose extends beyond personal success; she seeks to uplift those around her, reflecting her deep-rooted belief in the importance of connection and kindness.