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Reynaldo H
Series 66
Coral Gables, FL
Insigneo Advisory Services, LLC
Reynaldo Hellmund is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Citi Private Bank for seven years and at HSBC Bank USA and HSBC Securities from 2016 to 2018. Hellmund is the owner of Alpha Draco LLC, an investment vehicle focused on personal investments in non-public companies. 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 combined with individualized advisor-led constructions. The firm’s approach includes global asset classes and emerging-market exposures, with a notable cross-border component involving affiliated entities and offshore funds.
Zoraida D
Series 63, Series 65
Coral Gables, FL
Insigneo Advisory Services, LLC
Zoraida Diaz is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Insigneo in 2020. Diaz is also the owner of DM Wealth Management Group. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm uses a combination of customized allocations and firm-modeled portfolios overseen by an investment committee, employing a range of asset classes and permitting client-imposed investment restrictions.
Jose C
Series 63, Series 65
Coral Gables, FL
Insigneo Advisory Services, LLC
Jose Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 10 years before joining Insigneo in 2025. Cabrera is also an owner and authorized member of The Americas Financial Group, a brand for brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm combines customized allocations with firm-modeled portfolios and uses third-party macroeconomic research to monitor performance across a broad range of asset classes.
Debra T
Series 63, Series 65
Coral Gables, FL
Insigneo Advisory Services, LLC
Debra Tyler is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at The Leaders Group, Inc. and Bank of the Ozarks. She serves on the boards of Big Brother Big Sisters of Miami and the Humane Society of Greater Miami, where she is also on the executive committee and acts as treasurer. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of proprietary and third-party investment strategies.
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