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Wealth Management Team in Charleston, named among the best in South Carolina by Forbes – ABC News 4

Wealth Management Team in Charleston, named among the best in South Carolina by Forbes – ABC News 4

The WELLS FARGO Advisors Roseate Group was listed near the top of the list of the best wealth management teams in South Carolina by Forbes.

The list of the popular business magazine for the management of a business magazine 2025 was released on January 9, with the Roseate group ranked 2 # 2 in the Palmo country. Forbes examined over 11,000 wealth management teams across the country for the list, with 5331 being listed in the United States and its territories. The Roseate Group was one of the 58 teams listed in South Carolina in total.

The practice of 11 people, led by advisers Wendy Brier, Robert Wings, David McCalum, Aaron Barber and Howard Edwards, said they were the highest ranked team in South Carolina, led by a female advisor.

“It is an honor for us to be identified as one of the best forbes wealth management teams. We believe that this recognition is a certificate of the unwavering commitment of our team to provide personalized, strategic guidelines to our customers and maintain trends in the industry, “says Vingi, a private financial advisor to the wealth of the group. “We are proud that we help people and families achieve their financial goals and be included in this prestigious list makes us grateful for the confidence that our clients apply to us every day.”

The Roseate Group said collectively running over $ 3 billion assets as of January 1, 2025.

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