Your Roseate Team
Robert E. Vingi, Jr.
- Private Wealth Financial Advisor
- Managing Director - Investments
Robert E. Vingi, Jr.
- Private Wealth Financial Advisor
- Managing Director - Investments
Robert has been with Wells Fargo Advisors and its predecessor firms for more than three decades. He’s ranked on the 2024 Forbes Best-in-State Wealth Advisors* and 2024 Barron’s Top 1,200 State-by-State Advisors** lists.
Robert has teamed with Financial Advisors Wendy Brewer, Howard Edwards, David McCallum, and Aaron Barber. Together, they oversee an eleven-member team that will provide you a detailed, holistic approach to investment planning, including liability management, wealth preservation strategies, charitable giving, and wealth transfer.
Robert is active in community and civic affairs. He previously served as the chair of the board for Bishop Gadsden, one of the southeast’s leading retirement communities. He has also served as a vestryman and senior warden at Grace Episcopal Church and is a former board member for Wings for Kids, an after-school mentoring program for elementary students. He has also served on the board for Presbyterian College, his alma mater.
On weekends, Robert can be found fishing the many creeks and rivers of the Lowcountry. Robert and his wife Elizabeth reside in downtown Charleston with their cavaliers, Rosie and Willow.
*Source: Forbes.com. 2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. The Forbes Best-in-State Wealth Advisors 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.
**Source: Barrons.com. 2024 Barron’s Top 1,200 State-by-State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept 2023. The Barron’s Top 1,200 State-by-State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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Howard D. Edwards
- Senior Financial Advisor
- Senior Vice President - Investments
Howard D. Edwards
- Senior Financial Advisor
- Senior Vice President - Investments
Howard has been a Financial Advisor in the Charleston market for 35 years. In 1987, he began his career with JC Bradford & Co. In 2003, he joined Wachovia Securities, now Wells Fargo Advisors, specifically to team with Robert Vingi, Private Wealth Financial Advisor. Together, with Financial Advisors David McCallum, Wendy Brewer, and Aaron Barber, Howard oversees an eleven-person practice. In 2023, they were included on Forbes Top Wealth Management Teams: Private Wealth* ranking.
Howard received his degree in Finance and Management from the University of South Carolina. Howard believes in risk reduction as the cornerstone with clients and their families. He draws on broad investment planning experience to use sophisticated tools when making relevant portfolio recommendations.
A native Charlestonian, he lives in Mount Pleasant with his wife Anne. Anne regularly volunteers with the Charleston Animal Society. Howard is an avid golfer and loves to travel with Anne in his spare time. His son Bryant graduated from Elon University and works with General Dynamics in Arlington, Virginia. Benjamin graduated from the University of Pittsburgh and is teaching locally.
*Source: Forbes.com. 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. The Forbes Top 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.
Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.
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David A. McCallum
- Private Wealth Financial Advisor
- Managing Director - Investments
David A. McCallum
- Private Wealth Financial Advisor
- Managing Director - Investments
David began his financial services career in 1998 with the Preferred Client Group of Donaldson, Lufkin and Jenrette in Charlotte. After spending three years with the Harris Private Bank in Chicago, he joined Wachovia Wealth Management in Charleston as a Relationship Manager. In this role, David managed all aspects of his clients' financial lives.
In 2008, he joined financial advisors Howard Edwards and Robert Vingi at Wells Fargo Advisors to focus more on client investment portfolios. David brings extensive experience working with affluent families, providing investment strategies and advising across many disciplines of wealth management. In 2024, David was included on the Forbes Best-in-State Wealth Advisors* list.
David, a graduate of Appalachian State University, is active in the Charleston community. David is a past board chair at Communities in Schools and an active member at Mt. Pleasant Presbyterian. In his spare time, David enjoys fly fishing, golf, sporting clays and spending time with his family. David and his wife, Kate, live in Mt. Pleasant with their daughters, Greer and Allie, and their family’s two cavapoos, Rusty and Riley.
*Source: Forbes.com. 2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. The Forbes Best-in-State Wealth Advisors 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.
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Wendy Brewer
- PFS
- Private Wealth Financial Advisor
Wendy Brewer
- PFS
- Private Wealth Financial Advisor
Wendy joined the team in July 2022. Beginning her career in 2001, she has more than two decades of financial services experience. Prior to joining the team, she spent nine years as a Wealth Advisor in the Wells Fargo Private Bank. In 2024, Wendy was included on the Forbes Top Women Wealth Advisors Best-in-State* list.
Wendy takes pride in capturing the nuance of client needs and executing with great authenticity. She is passionate about helping families and business owners work through the path from wealth creation to preservation and legacy. Wendy believes wealth has a greater lasting and positive impact when accompanied by its story.
Wendy has extensive professional training in accounting and financial planning. She graduated with honors from Virginia Tech with a Bachelor of Science in Accounting and a Master’s Degree in Accounting and Information Systems concentrating in Taxation. She is a Certified Public Accountant (CPA) (not in public practice) and has also received the Personal Financial Specialist designation from the American Institute of Certified Public Accountants (AICPA).
In the community, Wendy gives back through numerous outlets. She and her family volunteer with several organizations focused on children and education. Additionally, Wendy serves on the Investment Committee at Trident United Way. Wendy lives with her husband, Lance, and their two children. Their family loves all thing outdoors—whether it's kayaking, sailing, climbing, hiking, biking, or simply enjouing another beautiful sunset over the Stono River.
In the community, Wendy gives back through numerous outlets. She and her family volunteer with several organizations focused on children and education. Additionally, Wendy serves on the Investment Committee at Trident United Way. Wendy lives with her husband, Lance, and their two children. Their family loves all thing outdoors—whether it's kayaking, sailing, climbing, hiking, biking, or simply enjouing another beautiful sunset over the Stono River.
*Source: Forbes.com. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. The Forbes Top Women Wealth Advisors Best-in-State 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.
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Aaron Barber
- CFA
- Senior Financial Advisor
- Senior Institutional Consultant
Aaron Barber
- CFA
- Senior Financial Advisor
- Senior Institutional Consultant
Aaron began his career in financial services working for Wachovia Securities, a predecessor firm of Wells Fargo Advisors, as a Quantitative Analyst. He also worked as an Investment Officer at the Virginia Retirement System where his responsibilities included equity research and portfolio management. He re-joined Wells Fargo & Co. in Charlotte, North Carolina, as an Investment Risk Manager within Wells Fargo Asset Management. In this role, Aaron had investment risk oversight of client and company assets.
Aaron joined the practice in 2014. He is responsible for investment and risk oversight for high net worth families and individuals. In addition, his investment management responsibilities for advisory programs include security selection, construction, performance review, and allocation decisions across the practice. He manages the team’s comprehensive trading operations for fixed income and equities. Aaron works closely with Wells Fargo Advisors’ research and trading teams in an effort to ensure best pricing and trade execution for our clients.
Aaron earned a Bachelor of Science in Mathematical Economics from Hampden-Sydney College and a Master of Arts in Financial Economics from Virginia Commonwealth University.
He and his wife Lauren, daughters Presley and Birdie, and son Paul, live on Daniel Island. Aaron enjoys spending time with his family and many of Charleston’s outdoor recreations including golf, tennis, biking and fishing.
*Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
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Ashley B. Carter
- CFP
- ChFC
- CPWA
- Private Wealth Financial Consultant
Ashley B. Carter
- CFP
- ChFC
- CPWA
- Private Wealth Financial Consultant
Ashley joined our practice in 2021 and has been in the financial services industry since 2008. She directs the team’s planning process with clients by utilizing the new eMoney Advisor® tool. Ashley focuses on a comprehensive and holistic approach to wealth management by building plans tailored to clients’ needs and objectives.
Ashley earned her Bachelor of Arts from DePauw University and a Master of Arts from the College of Charleston. She holds her CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board of Standards, Inc. and earned her Chartered Financial Consultant (ChFC®) designation from the American Collage of Financial Services.
She also obtained the Certified Private Wealth Advisor® (CPWA®) certification through the Investments & Wealth Institute. This program is taught in conjunction with the Yale School of Management and focuses on ultra-high-net-worth client strategies.
Ashley lives in Mt. Pleasant with her husband, Travis. In her free time, she enjoys cooking, playing tennis and pickle ball, and spending time with their two chocolate labs, Fenway and Stella.
Ashley earned her Bachelor of Arts from DePauw University and a Master of Arts from the College of Charleston. She holds her CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board of Standards, Inc. and earned her Chartered Financial Consultant (ChFC®) designation from the American Collage of Financial Services.
She also obtained the Certified Private Wealth Advisor® (CPWA®) certification through the Investments & Wealth Institute. This program is taught in conjunction with the Yale School of Management and focuses on ultra-high-net-worth client strategies.
Ashley lives in Mt. Pleasant with her husband, Travis. In her free time, she enjoys cooking, playing tennis and pickle ball, and spending time with their two chocolate labs, Fenway and Stella.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.
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Jeff R. Percy
- AWMA
- Private Wealth Financial Consultant
Jeff R. Percy
- AWMA
- Private Wealth Financial Consultant
Jeff has been with our practice for over two decades and with Wells Fargo Advisors and its predecessor firms since 1994. He is a native of Canada and graduated from Lake Superior State University in Northern Michigan. Jeff became a dual citizen in 2015.
With Jeff’s years of experience in customer service and operations, he also acts as a practice manager. He assists in the daily operation of the business, including the majority of portfolio trading and clients distributions. Jeff has two children: Mackenzie, who recently graduated from Valdosta State University, and Drew, who attends the University of South Carolina. Jeff enjoys playing tennis.
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Malone Vingi
- Client Performance Analyst
Malone Vingi
- Client Performance Analyst
Malone joined our team in October 2022. After graduating from Wake Forest University in 2021 with a B.S. in Finance, Malone worked at Jefferies Investment Bank in Charlotte, North Carolina.
Malone is a Charleston native and currently resides downtown. In his free time, Malone enjoys golfing and playing tennis.
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Ashlie N. Ervin
- Senior Client Associate
Ashlie N. Ervin
- Senior Client Associate
Ashlie Ervin, Client Associate, earned a B.S. in Business Management from Clemson University. She began her career in financial services in 2013 with Blue Oak Group in Mt. Pleasant, SC. Ashlie joined Financial Advisors Robert Vingi, Howard Edwards, and David McCallum in May 2018 at Wells Fargo Advisors. She is responsible for building and maintaining client relationships.
Ashlie is a Charleston native. She and her husband, Tanner, reside in Mt. Pleasant with their daughter, Reese, son, Miles, and Labrador, Annabelle. They enjoy spending time with family and friends, and going to the beach.
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Lucille B. Houting
- Client Associate
Lucille B. Houting
- Client Associate
Lucy joined the team at Wells Fargo Advisors in February 2019. Lucy’s background in hospitality, paired with her acute attention to detail, and customer satisfaction are what makes her an integral part of our team. She assists with the organization of team projects and activities, preparation for appointments, and the comprehensive needs and requests of clients.
Lucy is a Charleston native who was raised in Mt. Pleasant and resides on East Battery. When she is not working, Lucy enjoys spending time with her French bulldog, MaryPorter. She enjoys playing tennis, painting and cooking.
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Mary Elizabeth Griffin
- Client Associate
Mary Elizabeth Griffin
- Client Associate
Mary Elizabeth joined our team in June 2022. A graduate of the College of Charleston, Mary Elizabeth has a Bachelor of Arts in Communication, along with years of experience in the hospitality and non-profit sectors. She is responsible for the team’s marketing and communication.
Mary Elizabeth is a Charleston-native and currently resides with her bichon frise, Rileigh, and cat, Elwood. In her free time, she enjoys biking, crossword puzzles, and old movies.
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Accredited Wealth Management AdvisorSM (AWMA®) Program is designed for advisors who want to better address the unique needs of high net worth clients. The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning.
Chartered Financial Analyst® (CFA®) is one of the highest distinctions in the investment management profession. The program provides a strong foundation in advanced investment analysis and real-world portfolio management skills. CFA® charterholders have worked to develop the knowledge and the skills to help thrive in the competitive investing industry.
CERTIFIED FINANCIAL PLANNER™ certification is one of the highest standards of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Chartered Financial Consultant® (ChFC®) Program provides comprehensive education in the essentials of financial planning, including insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning.
The Certified Private Wealth Advisor® (CPWA®) certification is designed for advisors focusing on ultra-high-net-worth client strategies. The program is taught in conjunction with the Yale School of Management.
Personal Financial Specialist (PFS™) designation from the American Institute of Certified Public Accountants (AICPA) highlights a comprehensive knowledge of financial planning. All areas of personal financial planning—estate, retirement, investments and insurance—have tax implications, and only CPA/PFS professionals have the experience, ethics, and expertise to get the job done right.
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