MIAMI, July 26, 2021--(BUSINESS WIRE)--Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm has incorporated new top talent from Merrill Lynch as Financial Advisor Jorge Sonville has joined the firm’s independent network based in Miami as Managing Director.
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Jorge Sonville (Photo: Business Wire)
Jorge was born in Lima, Peru, and has lived in Ecuador, Chile, and Portugal. He obtained a Finance degree from the School of Management at Boston University. He holds the FINRA Series 7, 63, and 65 licenses and is fluent in English, Spanish, and Portuguese. He brings extensive knowledge and experience in international markets and looks forward to a new chapter in his career as an independent financial advisor with Insigneo.
"Having honed my knowledge and financial acumen for the past 27 years at Merrill Lynch, I understand that today’s clients seek more sophisticated and complex solutions than ever before. To be able to better serve their needs, a truly open and holistic architecture is required where you are now sitting on the same side as the client, and where the solutions come from a global multi-custody platform like the one Insigneo provides," he said.
Jorge has been in international financial services since 1994 serving high-net-worth and ultra-high net worth clients. He began his career at Merrill Lynch’s International Office in New York and formed a team named the New York International Group overseeing $2 billion in AUMs. He spent the next 27 years at Merrill Lynch, and in 2003 he expanded his team presence by moving to the Miami International office. He has managed clients primarily from Latin America, the Caribbean, Europe, and the United States.
"We are very excited to have Jorge join the Insigneo family. He is a true veteran of the international wealth management industry, an experienced professional, and we look forward to working with him in this new chapter of his career." – Jose Salazar, Head of Sales US/Offshore Business
Insigneo empowers Financial Advisors managing clients around the world with a comprehensive menu of services and technology that focuses on wealth management, multi-family offices, and institutional services. Insigneo manages over 12 billion in client assets with a growing list of over 180 financial advisors, serving more than 11,000 clients globally. Insigneo is an international leader for independent financial services. www.insigneo.com
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