Wells Fargo Team Joins Insigneo’s Network
Summary
MIAMI--(BUSINESS WIRE)--Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent from Wells Fargo, as a team of leading financial advisors have joined the firm’s independent network based in Miami, following the news that Wells Fargo will be closing the doors on their International Wealth Management unit. Guerra, a graduate of Christopher Columbus Senior High School and Florida International University, is a Miami native with over 22 years of experience in the financial industry. “At Insigneo we found a firm headquartered in Miami – a gateway to the Americas – offering an open architecture for the advisor, that embraces the offshore client, as well as US residents,” said Edward Varona. “We are honored to have Alain and Edward join Insigneo and trust us to support their growing business,” said Javier Rivero, Chief Operating Officer. “A team of this caliber choosing independence is further proof that client needs are better served in an open architecture platform like Insigneo for both US and global clients.” Insigneo empowers Financial Advisors managing clients around the world with a comprehensive menu of services and technology that focus on wealth management, multi-family offices and institutional services.