“Wells Fargo Loses $800 Million Team to Insigneo”
July 21, 2021
“A Wells Fargo Advisors team managing more than $800 million in assets has left to join Insigneo, an independent broker-dealer and registered investment advisory firm, the company said.… Miami-based advisors Isadora Del Llano, Yzana Oestreicher, Maria Elena Garcia, and Nilia Gasson make up the four-person team, which has been together for about 20 years, Del Llano says.
The team members are now managing directors of Green Grove Wealth Management, a practice within Insigneo’s network. They cater to high-net-worth clients, with an emphasis on clients in the U.S., Latin America, and the Caribbean, according to the firm. As of now, Garcia calculates that between 90% to 95% of their clients, many who have been with them for 20 years, have committed to transfer their assets to Insigneo…”