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Zonia Pullen Email & Phone Number
Senior Wealth Advisor
at
Excelsis Global Private Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Advisor
Location
Brownsville Metropolitan Area, United States, United States
Company size
Who is Zonia Pullen? Overview
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Quick answer
Zonia Pullen is listed as Senior Wealth Advisor at Excelsis Global Private Wealth, a company with 16 employees, based in Brownsville Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Zonia Pullen.
Zonia Pullen previously worked as Financial Advisor at Gef Financial Group and Financial Advisor at Merrill Lynch. Zonia Pullen holds Bachelor Of Business Administration (B.B.A.), Marketing/Management from St.Edward'S University.
Company email context
Email format at Excelsis Global Private Wealth
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Excelsis Global Private Wealth
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Profile bio
About Zonia Pullen
Zonia Pullen is a Senior Wealth Advisor at Excelsis Global Private Wealth. She possess expertise in series 7, investments, retirement planning, asset allocation, wealth management and 26 more skills.
Listed skills include Series 7, Investments, Retirement Planning, Asset Allocation, and 27 others.
Current workplace
Zonia Pullen's current company
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Excelsis Global Private Wealth
5 roles · 25 years
Zonia Pullen work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Current
Apr 2024 - Present
Financial Advisor
Gef Financial Group
GEF Financial Group is a full service investment firm and Multi-line Insurance Agency. GEF Wealth Management specializes in personal and corporate investment services with a broad spectrum of resources, GEF Wealth Management has experience in areas that range from short term cash management to retirement planning. GEF's advisors also have extensive.
Oct 2012 - Dec 2018
Financial Advisor
2001 - 2012
~11 yrs
Branch Manager
Dec 1990 - Dec 1993
1 education record
Zonia Pullen education
-
St.Edward'S University
FAQ
Frequently asked questions about Zonia Pullen
Quick answers generated from the profile data available on this page.
What company does Zonia Pullen work for?
Zonia Pullen works for Excelsis Global Private Wealth.
What is Zonia Pullen's role at Excelsis Global Private Wealth?
Zonia Pullen is listed as Senior Wealth Advisor at Excelsis Global Private Wealth.
Where is Zonia Pullen based?
Zonia Pullen is based in Brownsville Metropolitan Area, United States, United States while working with Excelsis Global Private Wealth.
What companies has Zonia Pullen worked for?
Zonia Pullen has worked for Excelsis Global Private Wealth, Gef Financial Group, Merrill Lynch, and Wells Fargo.
How can I contact Zonia Pullen?
You can use AeroLeads to view verified contact signals for Zonia Pullen at Excelsis Global Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Zonia Pullen attend?
Zonia Pullen holds Bachelor Of Business Administration (B.B.A.), Marketing/Management from St.Edward'S University.
What skills is Zonia Pullen known for?
Zonia Pullen is listed with skills including Series 7, Investments, Retirement Planning, Asset Allocation, Wealth Management, Strategic Planning, Mutual Funds, and Finance.
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