Insigneo, the fast-growing Miami-based Independent broker-dealer and Registered Independent Advisory (RIA) firm, welcomes Ignacio Barcena and his assistant Liliana Borrero, from Wells Fargo Advisors in Miami. Together, this powerful team has over four decades of working experience in the financial services industry.
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Insigneo Welcomes Ignacio Barcena From Wells Fargo (Photo: Business Wire)
Barcena and his team’s previous AUMs at Wells Fargo, comprised of high net-worth clients in Latin America, impressively top over $7 billion. At Insigneo, the team will leverage the firm’s digitally-delivered Intellectual Capital, technology platform, trading services, and network of custodians.
This was a major but important step for Barcena, stating, “Now more than ever, with the current times we’re living in, making this change is right for me and my team, but most importantly for my own clients. I am confident Insigneo is the best fit and is going to lead us in the right direction.”
Barcena has amassed over 30 years of experience, first joining Prudential Securities before becoming Managing Director at Wells Fargo Advisors. Liliana Borrero, his assistant, has over 10 years of experience in the financial services industry. She worked at Wells Fargo Advisors, joining Ignacio’s team in 2011 and has been working by his side ever since. Earning her bachelor’s Degree in Business Administration from Florida International University, she currently holds FINRA Series 7, Series 66, and Series 3 licenses.
Insigneo has had a strong recruitment effort in 2021, this comes as another major move for financial advisors to leave the traditional setting of large wirehouses and start their own practice in the independent sector.
“We are delighted and honored to have Ignacio and his team join the Insigneo family. Their move highlights how members of the industry look to Insigneo’s innovative business model as a way to grow the business together, knowing that it will greatly benefit their high net-worth clients in Miami, Latin America, and other regions across the globe,” said Javier Rivero, President & COO of Insigneo.
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 13 billion in client assets with a growing list of over 195 financial advisors, serving more than 11,000 clients globally. Insigneo is an international leader for independent financial services. www.insigneo.com
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Contacts
Deborah Hartmann
Newlink Group
Deborah.hartmann@newlink-group.com
