Lorena Guerrero

Lorena Guerrero is a seasoned financial professional with extensive experience in wealth management and investment advisory. Currently serving as Senior Wealth Advisor and Founding Partner at Excelsis Global Private Wealth since June 2021, Lorena previously held significant roles at notable financial institutions, including Financial Advisor Vice President at Wells Fargo Advisors from November 2014 to June 2021, Vice President Private Client Advisor at J.P. Morgan from November 2007 to November 2014, and Assistant Vice President of International Financial Services at Chase between April 2004 and October 2007. Lorena Guerrero earned a Bachelor of Business Administration in Finance from The University of Texas-Pan American, graduating in 1997.