Wells Fargo Advisors
46yrs
Top advisor by experience in Coral Gables
12yrs
Based in Coral Gables, Florida, John Healy is a fiduciary financial advisor with 12 years of industry experience. John joined Insigneo Advisory Services in 2022, after seven years at Creand Management. Insigneo Advisory Services offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 980 advisors with offices in Coral Gables, and one of 926 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office3011 Ponce DE Leon Suite 1410, Coral Gables, FL 33134
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$671,962
Advisors at the firm223
States licensed ?1 state
Services through Insigneo Advisory Services
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowInsigneo Advisory Services, LLCCurrent firm
- 2015 – 2022Creand ManagementPreviously
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Insigneo Advisory Services at 305.373.9000 and ask for John Healy. John works from the Coral Gables, FL office.
How long has John been a financial advisor?
John has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Insigneo Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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