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Noted Financial Advisors Ximena Guevara and Carolina Thompson Join Insigneo From Morgan StanleyInsigneo, a leading international wealth management firm, today announced the affiliation of Ximena Guevara and Carolina Thompson, along with their Client Associate, Fernando Perez Castillo. The 20-year industry veterans, who both join Insigneo as Senior Vice President, together have over $120M in assets under management, producing close to $1M in annual revenues. The team will be based at the firm's Miami headquarters. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230306005147/en/ 
Ximena Guevara and Carolina Thompson, along with their Client Associate, Fernando Perez Castillo (Photo: Business Wire) Jose Salazar, Insigneo's US Market Head said, "Insigneo is thrilled to have Carolina, Ximena, and Fernando join our team of outstanding financial adisors. We look forward to working together with them and helping them grow their wealth-management business." Ximena and Carolina added: "We are excited to be part of Insigneo's best-in-class, flexible platform catering to international and domestic high-net-worth clients. We share with Insigneo the same passion to work side-by-side with our clients to help them achieve their financial objectives." Some background on the Guevara-Thompson Team: The duo met at Citibank Private Bank Miami in the early 2000s, and later went to UBS Financial Services in Coral Gables, Fla., where they worked for almost a decade. They worked with Morgan Stanley for the past three years. Both are Series 7 and 66 licensed, and cover markets including Mexico, Ecuador, Colombia, Venezuela, and Argentina. Their business mix primarily consists of brokerage with some advisory, investing in traditional products along with lending and banking products. Perez Castillo, who joined the team at Morgan Stanley, where he worked for five years, is also Series 7 and 66 licensed. About Insigneo Financial Group Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon's Pershing to provide a fully integrated, best-in-class independent wealth management platform. With over $19B in assets, Insigneo supports more than 400 investment professionals serving over 30,000 clients. For more information, visit www.insigneo.com
View source version on businesswire.com: https://www.businesswire.com/news/home/20230306005147/en/ |
