A four-adviser, all-female team managing $800 million at Wells Fargo Advisors in Miami has gone independent as Green Grove Wealth Management and affiliated with Miami-based Insigneo.
The four advisers — Isadora Del Llano, Yzana Oestreicher, Maria Elena Garcia and Nilia Gasson — are all Wells Fargo veterans. The team has clients in Latin America, the Caribbean and Europe as well as in the U.S.
Del Llano spent 21 years at Wells Fargo and its predecessor firms. Oestreicher, who has 26 years of experience in the financial services industry, spent the past 24 years at Wells Fargo and its predecessor firms.
Garcia, a 45-year financial veteran, started her career at Chase Banking International and spent the remaining 30 years at Wells Fargo and its predecessor firms. Gasson has been an adviser for 40 years, the past 30 years of which she spent at Wells Fargo and its predecessor firms.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
