Selina Holguin-Lucero,
CRPC®, AIFA
Vice President, Investments
Portfolio Management Director
With more than 26 years of experience in retirement planning and investment management, Selina has the accumulated knowledge and perspective to help you with your financial goals. Selina understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and needs as an investor evolve, so will your vision for the future and risk tolerance. Selina will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you. Selina endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.
Based on what she learns about you and your goals as well as an analysis of the current financial markets, Selina designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Selina puts it into action and monitors its performance for opportunities to adapt to life changes and new goals. Selina began her career in financial services in 1995 and previously spent 10 years with Wells Fargo Advisors, seven years with Morgan Stanley, three years with Smith Barney and six years with Merrill Lynch. Today, Selina provides retirement planning, discretionary portfolio management, managed money, equity and fixed income trading, 401(k) plan management and more at Raymond James.
Selina previously made her home in Mexico and now resides in El Paso, Texas. Her interests include her family, art, cycling and the outdoors.
