A team that feels like family

To better serve, and foster greater connection with, the Hispanic/Latino community, we need a workforce representative of that community, so we’re committed to attracting, developing, and empowering new and experienced advisors alike, both in an advisory capacity and in Wells Fargo Advisors leadership.

To create true community there needs to be support at every level of the organization, whether we’re fostering connection through senior leaders like Dave and Alberto, or building affinity among representative advisors through flexible business platforms and strategic partnerships. To achieve our goals 5, 10, and 15 years down the road, key stakeholders are living this commitment every day across the business.

Dave Altshuler (left) and Alberto Gonzalez Saint Geours (right)
Divisional Presidents

Advisor programs & resources

From programs in business development, coaching, and leadership to annual summits, regional events, and teaming with like-minded advisors for joint business opportunities, you can pick and choose the resources that will help you make the most of your chosen path.

Explore your resources >

In their own words

See what our Hispanic/Latino advisors have to say about working with Wells Fargo Advisors.

"I specialize in advising women, particularly in matters of divorce, so what attracted me to WFA was the idea of a big firm with big resources, but at the same time a place that has a more intimate, family-comes-first attitude and culture. The deep connection you can form with your clients - almost like being part of the family - is everything."

Sylvia Guinan

Senior Financial Advisor
Heritage: Argentina

"I became a financial advisor because I saw a huge gap in terms of accessibility to advisors in the Latino community. WFA gave me more of an opportunity to reach my community, and I never felt alone in doing it. It always felt like a team effort, and when we can help people begin to build generational wealth, we all celebrate that success together."

Danelis Romero Padron

Orlando Market Associate Manager
Heritage: Cuba

"At some point, diverse populations are going to be the majority. And I want to help give them a seat at the table. What sealed the deal for me was the culture. There was a lot of lip service at other places, but it’s the real deal here. It’s like putting your foot into the most comfortable shoe you’ve ever had."

Calixto Perez

Senior Financial Advisor, Private Client Group
Heritage: Mexico

"This is a great place for a young Latino advisor just starting out. There’s better training, clear expectations, and the opportunity to make a huge difference. I treat my clients the way I would treat my family, and having a hand in expanding their livelihood and financial freedom is more than just rewarding — I feel like it’s my responsibility."

Heriberto Muro

Senior Financial Advisor, First Vice President – Investments
Heritage: Cuba

"You can’t get much better when it comes to resources and opportunities, both for advisors in terms of networking events and training, and for clients with the range of investment products and services. It’s all about growth, on both sides of the desk."

Ricardo Flores

Senior Financial Advisor, Senior Vice President – Investments
Heritage: Peru

"The thing that was most important to me in looking for a firm to join was to have an organization behind you that a) believed in what you were doing, and b) gave you the tools and resources to get the job done. Here I get both, because at the end of the day, finding the best possible outcome for my clients is what drives me."

Jason Rodriguez

Financial Advisor, AVP, Investment Officer
Heritage: Puerto Rico

Join us

Learn more about our culture of support, coaching for growth, practice options, compensation, and how we can help further your practice through technology, marketing, succession, and more at one of our due diligence meetings. Both in-person and virtual options are available.

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Home

Learn more about our commitment to helping Hispanic/Latino advisors succeed.

Start here

Programs & resources

We offer a wealth of resources to help grow your business. Check them all out here.

Explore your resources

Events & news

Stay up to date on upcoming events and see who's making headlines in the news.

See our upcoming events

Business model options

We believe one of the best ways to expand your practice is your way. Explore all your options here.

Pick your path