Insigneo announced the affiliation of Ximena Guevara and Carolina Thompson, along with their Client Associate, Fernando Perez Castillo.
The 20-year industry veterans, who both join Insigneo as Senior Vice President, together have over $120M in assets under management, producing close to $1M in annual revenues, according to company information.
The team will be based at the firm’s Miami headquarters.
Jose Salazar, Insigneo’s US Market Head said, “Insigneo is thrilled to have Carolina, Ximena, and Fernando join our team of outstanding financial advisors. We look forward to working together with them and helping them grow their wealth-management business.”
The duo met at Citibank Private Bank Miami in the early 2000s, and later went to UBS Financial Services in Coral Gables, where they worked for almost a decade. They worked with Morgan Stanley for the past three years. Both are Series 7 and 66 licensed, and cover markets including Mexico, Ecuador, Colombia, Venezuela, and Argentina. Their business mix primarily consists of brokerage with some advisory, investing in traditional products along with lending and banking products. Perez Castillo, who joined the team at Morgan Stanley, where he worked for five years, is also Series 7 and 66 licensed.
“We are excited to be part of Insigneo’s best-in-class, flexible platform catering to international and domestic high-net-worth clients. We share with Insigneo the same passion to work side-by-side with our clients to help them achieve their financial objectives,” Ximena and Carolina added.
