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Evelyn B
Series 63, Series 65
New York, NY
Insigneo Advisory Services, LLC
Evelyn Benbrahim is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 18 years. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a customized investment process supported by a dedicated Investment Committee and offers a range of managed accounts, third-party manager oversight, and proprietary private placement vehicles.
Juan M
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Juan Mendoza is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Insigneo, he worked at Blackstone from 2022 to 2024 and held roles at Univision Communications Inc. and HBO Latin America. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and allowing client-imposed investment restrictions across a broad range of asset classes.
Juan L
Series 63, Series 65
Miami, FL
Insigneo Advisory Services, LLC
Juan Londono is a Financial Advisor with Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals. He provides tailored financial strategies focused on international wealth management, philanthropic planning, portfolio management services, and both individual and corporate investment strategy. His approach emphasizes understanding each client’s full financial picture to develop personalized wealth management plans suited to evolving market conditions. Juan’s experience includes roles such as Treasurer and Head Trader, with a niche focus on advising private and corporate investors. His expertise extends to financial planning, investment portfolio management, and estate planning. He holds the Personal Investment Advisor (PIA) designation and completed a non-accredited certificate program at Universidad Javeriana. Fluent in English and Spanish, Juan combines local market insights with global financial trends to guide clients in preserving and growing their wealth. He is engaged in community volunteering, reflecting the Merrill tradition of local involvement. Outside of work, Juan’s personal interests include adventure sports, music, photography, reading, running, spending time with family, and traveling.
Juan S
Series 66
Chula Vista, CA
Insigneo Advisory Services, LLC
Juan Sanchez Costes is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at firms including UBS Financial Services, Vector Global WMG, and Banamex/Citibank. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led construction, incorporating global asset classes and emerging-market exposures.
Jairo M
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Jairo Moreno Moreno is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Invex LLC. Additionally, he has worked in the hospitality sector and at a country club before entering the financial industry. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and periodic reviews to manage diverse investment strategies.
Samuel G
Series 63, Series 66
Miami, FL
Insigneo Advisory Services, LLC
Samuel Goihman Benaim is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and JPMorgan Chase. In addition to his advisory role, he serves as a business consultant for a digital asset education firm. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and oversees third-party managers while maintaining cross-border and affiliated broker-dealer relationships.
Cristina T
Series 65
Miami, FL
Insigneo Advisory Services, LLC
Cristina Torres Dager is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Vector Global WMG, Banco ITAU Panama, and Occidental Bank Barbados. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and emerging-market exposures, with a cross-border focus supported by affiliated entities in Panama and a related broker-dealer.
Luis N
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Luis Navas is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His previous roles include positions at Santander Securities and Banco Santander Central Hispano, as well as various entities within the Insigneo organization since 2017. Navas serves on the board of the American Nicaraguan Foundation and is a member of the Executive Committee of the Financial & International Business Association in Florida. He is also involved with the College of William & Mary’s Latinx Alumni Familia Advisory Board. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing a range of asset classes and third-party research, while accommodating client-imposed investment restrictions.
Melvin S
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Melvin Saballos Jr. is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including VectorGlobal WMG and Insight Securities, Inc. Outside of his advisory role, he operates a vehicle rental business through the Turo platform. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a combination of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating global and emerging-market exposures to align with client objectives.
Humberto V
Series 63, Series 65
Ocala, FL
Insigneo Advisory Services, LLC
Humberto Vega is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory role, he is the president and owner of Vega Hospitality Group LLC, operating a Teriyaki Madness fast casual restaurant franchise. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management, including proprietary multi-asset portfolios and third-party manager oversight. The firm combines committee-driven model portfolios with advisor-led customization, incorporating global asset classes and emerging market exposures.
Diego R
Series 63, Series 65
Miami, FL
Insigneo Advisory Services, LLC
Diego Recht is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup and Global X Management Company LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and individualized advisor-led portfolio construction.
Mariela A
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Mariela Arana Landaeta is a financial advisor at Insigneo Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at major firms including CitiGroup Global Markets and Merrill. She also serves as Head of Client Experience at Insigneo Advisory Services, spending approximately five hours per month in this role. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios and third-party manager oversight. The firm’s investment process combines committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.
Javier R
Series 63, Series 65
Miami, FL
Insigneo Advisory Services, LLC
Javier Rivero is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with multiple entities within the Insigneo group since 2017 and previously spent time with Dynasty Securities and Dynasty Wealth Management. Rivero serves as an executive board member of the Live Like Bella Childhood Cancer Foundation. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset class exposures.
Juan Manuel F
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Juan Manuel Fernandez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and bringing 20 years of industry experience. His career includes roles at VectorGlobal WMG, Wells Fargo Clearing, Bank of America, and Merrill prior to joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a committee-driven investment process combined with advisor-led portfolio construction, utilizing third-party macroeconomic research to align portfolios with client objectives and risk tolerances across global asset classes.
Lorenzo G
Series 63, Series 65, Series 66
Miami, FL
Insigneo Advisory Services, LLC
Lorenzo Guzman is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked for VectorMex Incorporated for 19 years. Outside of advisory work, he is involved as an insurance agent with VECTOR GLOBAL ISG and participates in aircraft and automobile leasing through Cotopaxi, Capital LLC. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering various portfolio management options including discretionary and non-discretionary management. The firm uses a committee-driven investment process combined with individualized portfolio construction and serves clients with global asset allocations, including emerging markets and foreign currency exposures.
Antonio F
Series 63, Series 66
Miami, FL
Insigneo Advisory Services, LLC
Antonio Fernandez Gutierrez is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at VectorGlobal WMG for 10 years and Actinver Securities, Inc. for six years before joining Insigneo. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that includes firm-managed multi-asset portfolios, third-party manager oversight, and a wrap fee program. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures.
Alejandro G
CFA®, Series 66
Miami, FL
Insigneo Advisory Services, LLC
Alejandro Guardiola is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has previously worked at Paradigm Capital, Hunt Equity Partners, and several other financial firms. Between 2020 and 2022, he was engaged in entrepreneurial activities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a blend of committee-driven model portfolios and individualized advisor-led portfolio construction incorporating third-party macroeconomic research, with a focus on global asset classes including emerging markets and foreign currency exposures.
Liliana B
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Liliana Borrero Acevedo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Insigneo. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through firm-managed portfolios, third-party manager oversight, and a wrap fee program. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led portfolio construction that incorporates global asset classes and emerging-market exposures.
Jeffrey K
Series 63, Series 65
Miami, FL
Insigneo Advisory Services, LLC
Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction, utilizing global asset classes and third-party research to tailor strategies to client objectives and risk tolerances.
Santiago P
Series 65
Miami, FL
Insigneo Advisory Services, LLC
Santiago Pena Diaz is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Insigneo Advisory Services, LLC and previously worked at VectorGlobalWMG and IPG Securities. Outside of advisory work, he is the owner and legal representative of a marketing services startup based in Panama. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing committee-driven model portfolios combined with individualized advisor-led portfolio construction. The firm’s approach incorporates global and emerging market assets and includes discretionary and non-discretionary management options.
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