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Elvira Portillo

Senior Client Associate

Years of Experience:

38 years

Educational Background

Midland College, Associates Degree

Community Involvement

Other Notable Information

Elvira specializes in investment and fiduciary service support and relationship management support for high-net-worth families and individuals.
She is an invaluable addition to clients, as she serves them on a myriad of tasks such as operational and account management, documentation, customer service, and technical assistance.
Elvira exceeds client expectations with her diligence and experience on unique service requests.
In her free time, Elvira spends quality time with her family and is an avid fan of professional football and baseball.

Personal Q&A

What quality/qualities make you stand out to your clients or coworkers?

I’m very accommodating to ALL clients and ALL coworkers. I’m very detailed-oriented in my work and make sure clients are pleased with Private Wealth.

What do you consider your biggest accomplishment at Private Wealth?

I’ve adapted very well to changes within the company and willingly accepted additional responsibilities that help us better serve our clients.

Where are you from? Where did you grow up?

Midland, TX.

What are your hobbies or favorite things to do in your free time?

Spending time outdoors and grilling with family; swimming; gardening

Favorite TV show, movie, or band?

I enjoy watching documentary movies or movies based on true-life events. I love to listen to a variety of music, such as Country, Christian, Tejano, Soft Rock, etc.

What motivates you or makes you happiest in your role?

The Midland Team works great together–we’re more like a work “family”. We all support each other, professionally and personally.

What is the best piece of financial advice you ever received?

My parents taught me to always live within my means. Also: “Don’t put all your eggs in one basket”.

Where is the coolest place you’ve ever visited, or want to visit?

The Caribbean Islands! I enjoy taking cruises there.

Favorite Food?

Barbeque and international foods, such as Japanese and Chinese food.

Tell us about your family, pet(s) or give a fun fact about yourself!

I enjoy fishing and boating with family. We sometimes bring along our fur babies–two spoiled poodles.

Investment Advisory Services offered through Private Wealth Asset Management
1100 Capitol Avenue, Suite 200, Omaha, NE 68102

www.privatewealth.com

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