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.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
