Meet Our Team
Vivian Saldaña-Lugo
Senior Client Associate
Email Address
vivian.lugo@wellsfargoadvisors.comPhone Number
(956) 687-7211With more than 40 years of financial services experience, Vivian ensures that our clients’ administrative and operational needs are handled promptly and accurately. She handles the scheduling of appointments, asset movements, account openings & revisions, and delivery of tax documents.
Away from the office, Vivian is a loving mother and wife who has deep roots in the South Texas community. She and her husband, David, are parishioner of Our Lady of Perpetual Help Catholic Church in McAllen, TX. They have two accomplished sons whom they are very proud of.
Our Network of Professional Resources
As your personal advisor, I can connect you to specialists from Wells Fargo that will work with your attorney, accountant, and other outside advisors to support your financial goals.
- Zohila Flor Villarreal - Senior Wealth Mgmt. Banking Coordinator
- Michael Pena - Small Business Relationship Manager
- Gerald Gold - Senior Lead Wealth Custom Lending
- Grady West - Senior Wealth Planning Strategist / Estate Planning Discussions
- Myrian (Mini) Garrett, CTFA - Special Needs Advisory Specialist / Trust Services
- Cassie Garza, CTFA - Principal Fiduciary Advisory Specialist / Trust Services
- Elyssa Schnurr - Senior Fiduciary Strategist / Trust Services
- Dana Van Brunt - Senior Philanthropic Advisor
- Dan Tinkler - Head of Trust Oil, Gas & Mineral Assets
- J. Colby Winzer - Senior Real Estate Advisory Specialist
- Matt Stenberg - Mortgage Banker for Mortgages or Home Refinance
- SBIA Insurance Solutions Center - Insurance Case Design & Review
- Jennifer Dima - Equity Risk Mgmt.
- Amanda Schrama - Alternative Investment Consultant
- Mahesh Rao - Senior Lead Wealth Planning Strategist for Business Owners
- Lorilee Mills - Senior Lead Family Dynamics Specialist