Bay Wealth Group Joins Insigneo’s Network

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent as a team of leading financial advisors has joined the firm’s independent network after time at various financial firms. Father and son team, Jeffrey B. Kline Sr. and Jeffrey B. Kline II, from Wells Fargo—along with the addition of Juan A. González from Kovack International—have joined to create The Bay Wealth Group at Insigneo.

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BAY WEALTH GROUP - Miami (Photo: Business Wire)

BAY WEALTH GROUP - Miami (Photo: Business Wire)

Jeffrey B. Kline Sr. has been in the financial services industry since joining Merrill Lynch International in Panama in 1972 as a Vice President. After working six years in the Panama office, he moved to New York in 1978 and worked in the Latin American Commodity Trading office. In 1985, he transferred to the Merrill Lynch International office in Miami, becoming one of the first financial advisors in that office focused on Latin American business. He continued to service clients in this region at Citi, Morgan Stanley, then Wells Fargo and will now be joining Insigneo’s network of independent financial advisors as Vice President.

Jeffrey B. Kline II has been a financial advisor in the financial services industry in Miami, Florida, for over 28 years. He has extensive experience working with high-net-worth clients in the United States, Europe, Latin America and the Caribbean and has most recently worked for Wells Fargo Advisors. He began his career at Prudential, then worked at Citi-Smith Barney, later Morgan Stanley. Today, he is building on the legacy of his financial career by assembling a team at Insigneo, joining forces with his father, Juan A. González, and Marlene Pavon.

Juan A. González has 16 years of experience in Wealth Management, beginning as an associate for Citi Smith Barney and later becoming a Financial Advisor with Morgan Stanley. He has experience working with high-net-worth clients in the United States, Mexico, Latin America, and the Caribbean. In 2018, Juan left Morgan Stanley to begin his journey as an Independent Financial Advisor utilizing his special affinity for technology and his belief in ensuring investments are properly matched to each client.

“My work has always been about relationships, with my family, important colleagues, and that is why I am delighted my son Jeffrey and I will be joining the Insigneo family along with our good friend and colleague Juan A. González,” said Jeffrey B. Kline Sr. “Joining the Insigneo network will allow us to grow and strengthen our relationships with our unique and diverse clientele.”

“We are beyond thrilled that the father and son team of Jeffrey B. Kline Sr. and Jeffrey B. Kline II, along with their good friend and colleague Juan A. González, have joined our family of independent international Financial Advisors in Miami. They each come to us with years of experience, and we look forward to working with them as we grow business together here in Miami and within Latin America and other regions of the globe,” said Jose Salazar, Head of Business Development in US/NY.

About Insigneo

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.


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