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Beloved Wildlife Inspires Local Wealth Management Firm

CRBJ Biz Wire //February 13, 2024//

Beloved Wildlife Inspires Local Wealth Management Firm

CRBJ Biz Wire //February 13, 2024//

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Local investment firm Vingi, Edwards and McCallum Private Wealth Management Group of Wells Fargo Advisors is rebranding under a new name inspired by beloved wildlife, the Roseate Spoonbill. As of today, the firm is launching its new brand, Roseate Group of Wells Fargo Advisors.

The 11-person practice is led by Robert E. Vingi, Jr., private wealth financial advisor; Wendy M. Brewer, private wealth financial advisor; David A. McCallum, private wealth financial advisor; Howard D. Edwards, Jr., senior financial advisor; and Aaron L. Barber, senior financial advisor.

“As our team grew with the additional of Wendy Brewer and Aaron Barber, it became obvious we needed a name that resonated with all of us,” said Vingi. “We like the fact that the Roseate is local and uncommon–like our practice.”

The Roseate Spoonbill is a gregarious wading bird of the Ibis and Spoonbill families. Plume hunting in the 18th and 19th centuries almost drove the species to extinction, yet decades of conservation have allowed the range of the Roseate to expand. Still, it is a rare sighting in the Lowcountry and always sparks awe and wonder when seen wading or in flight.”

Vingi, Edwards, and McCallum founded the team in 2008. Working with generations of families and business owners, the team helps clients work through the path from wealth creation to preservation and legacy with a special focus on senior planning.

In January, Roseate Group of Wells Fargo Advisors was recognized on Forbes’ 2024 Best-In-State Wealth Management Teams List.”

*The Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.