Jeannie P. Adams Joins Insigneo’s Network, Bringing Decades of Expertise in Wealth Management
31 Julio 2024 - 8:46AM
Business Wire
Insigneo, a leading global wealth management firm in the
financial services industry, is excited to welcome Jeannie P. Adams
to its distinguished network of financial advisors. This key
addition comes through a joint effort by Insigneo’s Market Heads in
New York and Miami.
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Jeannie P. Adams Joins Insigneo as
Financial Advisor (Photo: Business Wire)
“I am thrilled to join the talented team at Insigneo, where our
utmost priority is providing exceptional advice and service to our
clients,” said Jeannie P. Adams, when asked about starting this new
chapter in her career at Insigneo.
Before joining Insigneo, Jeannie P. Adams dedicated her career
to advising High Net Worth Latin American families, focusing on
providing clients with a sense of control and stability over their
complex financial situations. Born in New York and raised in
Santiago, Chile, Jeannie was influenced by her father's legacy in
the financial industry, instilling in her the importance of trust
in advisor-client relationships.
Jeannie's career began at Lehman Brothers, where she traded
commodities and futures, and expanded at Prudential Securities and
UBS Wealth Management, guiding families through political and
investment challenges. For the last decade, she has been an
International Financial Advisor at Morgan Stanley, specializing in
risk management, estate planning, tax treaties, and
multi-generational solutions.
“I’m thrilled to welcome Jeannie Adams to the Insigneo team!
I’ve had the pleasure of knowing Jeannie for over 17 years, and her
professionalism and dedication to building strong client
relationships are truly impressive. I have no doubt she’ll be a
valuable asset to our company,” said Alfredo Maldonado, New York
Market Head.
“We are very fortunate at Insigneo to have someone of the
caliber of Jeannie join our network of financial advisors. We look
forward to working with her in the years to come,” added Jose
Salazar, Miami Market Head.
Adding Jeannie P. Adams to Insigneo’s team represents a major
asset for the firm, as her extensive expertise and commitment to
excellence will drive unparalleled growth and innovation in
Insigneo’s wealth management services.
About Insigneo:
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 wealth platform. With over $26B in
supported customer assets, Insigneo empowers more than 250
investment professionals and 60 institutional firms serving over
31,000 clients. For more information, visit www.insigneo.com.
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Deborah Hartmann deborah.hartmann@newlink-group.com
Arianna Onori arianna.onori@newlink-group.com