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FUNDRAISING NEWS | August 01, 2024
Tags: Financial Advisor Move
Miami-based Insigneo has been actively recruiting financial advisors from Morgan Stanley to serve its Latin American clients. The latest addition is Jeannie Adams, a 29-year industry veteran, who recently left Morgan Stanley to join Insigneo.
Based in Miami, Adams specializes in risk management, estate planning, tax treaties, and multigenerational planning. She began her career at Lehman Brothers in 1995 but moved to Wachovia Securities through predecessor firm Prudential Securities less than three months later. Adams left Wachovia for UBS in 2007 and joined Morgan Stanley in 2013.
The firm currently oversees more than $26 billion in assets for over 31,000 clients. This recruitment move highlights Insigneo's continued focus on expanding its services to Latin American clients by leveraging the expertise of experienced advisors.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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