Robert Vingi

About Robert Vingi

As a Private Wealth Financial Advisor at Roseate Group of Wells Fargo Advisors, I am dedicated to helping clients achieve their financial goals and honor the promises they have made to themselves and their loved ones. I have been in the financial industry with Wells Fargo and its predecessor firms for more than three decades. In 2008, I teamed with advisors Howard Edwards and David McCallum to form the first iteration of Roseate Group. With the addition of managing partners and advisors, Wendy Brewer and Aaron Barber, our team rebranded as Roseate Group in 2024. Our 11-person practice of financial professionals works with generations of families along the path from wealth creation to legacy preservation. While we primarily serve families, retirees, and entrepreneurs in the greater Charleston area, Roseate Group has clients state- and information is intended for use by residents of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, MD, ME, MO, MS, NC, NJ, NM, NY, PA, SC, SD, TN, TX, VA, VT, WA, WI, and WV and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Private Wealth Financial Advisor

   Wells Fargo Advisors

   Jun 1994 — Present · Charleston, SC, US

   Roseate Group of Wells Fargo Advisors

Education

• Presbyterian College

  Bachelor's degree, Business Administration and Management, General

  1982 — 1986