Insigneo announced the addition of Jorge Oliveira to its network of financial advisors as Senior Vice President.
With a career spanning more than two decades in the field of wealth management, Oliveira has provided advice to individuals, families, and corporate leaders in the planning and preservation of complex wealth. His expertise in investment strategies, risk mitigation, and long-term estate planning has been key in guiding clients to make decisions aligned with their financial goals, the firm stated in a release.
“With 20 years of experience as a financial advisor, I’m excited to join Insigneo and leverage its platform to continue prioritizing my clients’ success,” said Oliveira.
Before joining the firm specialized in wealth management, he held key positions at leading institutions such as Oppenheimer, Morgan Stanley, Wells Fargo, Smith Barney, and Merrill Lynch, where he built strong expertise in designing sophisticated financial plans, tax strategies, and multigenerational investment structures for high-net-worth clients. He holds a degree in Accounting from St. John’s University in New York and a certification in financial planning from NYU – School of Continuing and Professional Studies, according to his LinkedIn profile.
“We are thrilled to welcome Jorge Oliveira to Insigneo,” said Alfredo Maldonado, Market Head for New York and the Northeastern United States. “His deep industry knowledge and commitment to excellence in client service make him an ideal addition to our team,” he added.
Oliveira’s integration into Insigneo’s network represents another step in the firm’s growth strategy, as it continues to add talent and experience to further enhance the quality of its wealth management services.
