Insigneo Adds Jeannie P. Adams From Morgan Stanley

With Nearly 30 Years of Experience

Date:

Autor: Marcelo Soba

She began her career at Lehman Brothers, where she traded commodities and futures, and expanded her expertise at Prudential Securities and UBS Wealth Management, guiding families through political and investment challenges

Over the past decade, she has been an International Financial Advisor at Morgan Stanley, specializing in risk management, wealth planning, tax treaties, and multigenerational solutions

Adams dedicated her career to advising high-net-worth Latin American families