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Press release content from Business Wire. The AP news staff was not involved in its creation.

Female-Led Team Managing $800MM Joins Insigneo From Wells Fargo

July 14, 2021 GMT

MIAMI--(BUSINESS WIRE)--Jul 14, 2021--

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated a new team of leading financial advisors who formed Green Grove Wealth Management. This unique, four-woman group represents decades of dynamic international financial experience serving high net worth clients and is comprised of financial advisors Isadora Del Llano, Yzana Oestreicher, Maria Elena Garcia, and Nilia Gasson.

Each member of the team serves as a Managing Director at Green Grove WM and together they manage over $800 MM in client assets catering to clients in the United States, the Caribbean, South America, Central America, and Europe.

Isadora del Llano, who goes by “Sisi,” studied at the University of Puerto Rico. She joins Insigneo after 21 years at Wells Fargo Advisors and its predecessor firms, Wachovia Securities and First Union Brokerage Services. Before Wells Fargo, Sisi also worked at Paine Webber and Dean Witter. Her clientele is high net worth professionals and business owners throughout the U.S., Latin America, the Caribbean, and Europe.

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Yzana Oestreicher is joining the firm with 26 years of experience in the financial services industry, 24 of them in Wells Fargo Advisors and its predecessor firms. Prior to those firms she worked at the Prudential Securities & Dean Witter. She services high net worth clients from Latin America and the Caribbean such as Suriname, Venezuela, Trinidad, Aruba, and several others from the Caribbean. She received her bachelor’s degree in International Finance and Marketing from the University of Miami and her master’s degree in International Business from NOVA University.

Born in Cuba, Maria Elena Garcia is a 45-year veteran in the financial industry. She started her career at Chase Banking International, and then spent the remaining 30 years at Wells Fargo Advisors and its predecessor firms. Maria Elena focuses on servicing high net worth clients from US, Caribbean, Central America, and Europe.

Nilia Gasson has been living in Miami since 1965 and has served 40 years in the industry as a Financial Advisor, 30 of them were at Wells Fargo Advisors and its predecessor firms. Prior to those firms, she worked at Southeast Bank Brokerage Services. Nilia services clients across three different continents including the United States, Central and South America, the Caribbean, and Europe.

“We are thrilled that Sisi, Yzana, Maria Elena and Nilia have joined our family of independent international financial advisors in Miami. They each come to us with decades of experience, and we look forward to supporting them and helping them grow their business,” said Javier Rivero, President and COO of Insigneo.

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“The Green Grove WM team is honored to be partnering with an exceptional firm like Insigneo Securities, LLC. This partnership allows for mutual growth and independence that will benefit all of us, but most importantly our clients. Miami is a premier location for the work we do as it grants us strategic access not only to domestic clients, but also markets in Latin America, the Caribbean and Europe. We look forward to a long and fruitful relationship.”- Isadora del Llano, Yzana Oestreicher, Nilia Gasson, and Maria Elena Garcia.

At Insigneo they will leverage the firm’s technology platform, multi-custodian capabilities, robust product offering and open architecture to serve their global client base. The team will work with a dedicated Specialized Welcome Account Team (SWAT) exclusively for new Financial Advisors which will ensure a seamless and simple transition into the exponentially growing team.

About Insigneo

Insigneo empowers Financial Advisors managing clients around the world with a comprehensive menu of services and technology that focus on wealth management, multi-family offices and institutional services. Insigneo manages over 12 billion in client assets with a growing list of over 180 financial advisors, serving more than 11,000 clients globally. Insigneo is an international leader for independent financial services. www.insigneo.com

View source version on businesswire.com:https://www.businesswire.com/news/home/20210714005620/en/

CONTACT: Deborah Hartmann

Newlink Group

deborah.hartmann@newlink-group.com

KEYWORD: UNITED STATES NORTH AMERICA FLORIDA

INDUSTRY KEYWORD: BANKING ACCOUNTING PROFESSIONAL SERVICES FINANCE

SOURCE: Insigneo

Copyright Business Wire 2021.

PUB: 07/14/2021 12:50 PM/DISC: 07/14/2021 12:51 PM

http://www.businesswire.com/news/home/20210714005620/en