Nationally Recognized. Locally Engaged.
Roseate Group attends national conference
MARCH 2026
Advisor named one of city's most influential
FEBRUARY 2026
Team attends Trident Tech benefit dinner
JANUARY 2026
Advisor named to South Carolina 500 list
DECEMBER 2025
Advisors speak at statewide conference
NOVEMBER 2025
Roseate Group hosts webinar on wellness
OCTOBER 2025
Roseate Group was joined by subject matter experts from the Medical University of South Carolina's Health and Wellness Institute for an exclusive virtual event, Lessons in Longevity. This special webinar explored the link between gut health, physical activity, and living longer, better.
Advisors attend Red Cross charitable event
SEPTEMBER 2025
Aaron Barber and Wendy Brewer attended the Circle of Hope Gala at the International African American Museum. The evening was part of an initiative launched in 2021 by the American Red Cross of South Carolina to raise awareness of Sickle Cell Anemia.
Advisors invited to exclusive national industry summit
AUGUST 2025
Roseate Group advisors have been asked to attend Barron's Advisor 100 Summit, an invite-only industry event next month. David McCallum will be representing Roseate Group at this year's event.
Advisor recognized with statewide business award
JULY 2025
Wendy Brewer has been recognized as a 2025 South Carolina Women in Business by Integrated Media Publishing. Wendy's award is featured in all Integrated Media’s July magazines: Charleston Business, Columbia Business, Greenville Business, B2B: Pee Dee Business, and B2B: The Grand Strand.
Advisor speaking on local and national platforms
JUNE 2025
Wendy Brewer spoke as a panelist at the 2025 Forbes SHOOK Research Top Women Advisor Summit in Miami, Florida, and served as keynote speaker for the 18th annual Women United Awards luncheon at Trident United Way in North Charleston, South Carolina, last month.
Roseate Group supporting wildlife conservation
MAY 2025
This year marks David McCallum and Roseate Group's fifth time serving as headline sponsor of Avian Conservation Center’s annual Bird Songs event. The event, which is held at the Birds of Prey Center in Awendaw, South Carolina, benefits the organization’s medical clinic and educational, research, and conservation initiatives.
Roseate Group celebrates team member's success
APRIL 2025
Malone Vingi has acquired the Chartered Financial Analyst® (CFA®) designation. In February 2025, at more than 400 testing centers worldwide, less than half of the 11,131 Level 3 candidates passed. Malone passed his exams in the top decile of all test takers in the minimum amount of time allowed by the CFA Institute, which is one year.
Advisor attends national investment conference
MARCH 2025
David McCallum represented Roseate Group at this month's Forbes SHOOK Research Top Teams Summit in Miami, Florida. The three-day conference is designed specifically for top advisors and teams in the financial services industry.
Roseate Group sponsoring Hootie Intercollegiate
FEBRUARY 2025
Roseate Group is thrilled to be sponsoring Bulls Bay Golf Club's annual fundraising tournament, The Hootie Intercollegiate, next month. The tournament, which was co-founded by the Hootie and the Blowfish Foundation, benefits educational programs and junior golf across South Carolina.
Advisor included on list of city's most influential leaders
JANUARY 2025
Wendy Brewer has been named on Charleston Business Magazine's 50 Most Influential list for 2024. The annual list is released each January for the year prior.
Advisor announces position on Board of Directors
DECEMBER 2024
Robert Vingi has joined the Board of Directors at newly-announced senior living community, Seafields at Kiawah Island by Bishop Gadsden. Robert completed a nine-year term at Bishop Gadsden, during which he served two years as Board Chair, in 2023.
Roseate Group fishes for Cystic Fibrosis cure
NOVEMBER 2024
Robert Vingi and David McCallum represented Roseate Group during last month's Lowcountry RedTrout Celebrity Classic. The annual catch-and-release tournament benefits the Cystic Fibrosis Foundation.
Female associates attend annual community event
OCTOBER 2024
Wendy Brewer took all Roseate Group's female associates to the College of Charleston’s annual Women for Women Summit at the Charleston Gaillard Center. This year's keynote speaker was Federal Reserve Board Governor Lisa Cook.
Roseate Group supporting Addlestone Hebrew Academy
SEPTEMBER 2024
Howard Edwards, Wendy Brewer, and Ashlie Ervin represented Roseate Group at this month's Zucker Family Tribute Gala benefitting Addlestone Hebrew Academy.
Advisor attending invite-only industry conference
AUGUST 2024
Wendy Brewer is representing Roseate Group at Barron's Advisor 100 Summit in Palm Beach, Florida, next month. The exclusive, invite-only event is a collaborative platform for shaping the future of financial advice. She will also be attending the Barron's Advisor Women Summit in December.
Advisor completes specialty certification program
JULY 2024
Wendy Brewer has acquired the Chartered Special Needs Consultant (ChSNC®) through the American College of Financial Services. The program prepares professionals to advise differently-abled individuals, as well as their families and caregivers, with extensive knowledge in the fields of special needs wealth planning and disability planning.
Roseate Group serving the Charleston community
JUNE 2024
Each month, our team helps out at One80 Place in downtown Charleston. One80 Place offers various programs to help individuals and families who are struggling with housing and food insecurity.
Team announces latest professional designation
MAY 2024
Ashley B. Carter acquired the Certified Private Wealth Advisor® (CPWA®) certification, which is designed for advisors focusing on ultra-high-net-worth client strategies. The program is taught in conjunction with the Yale School of Management.
Roseate Group sponsors annual Designer Showhouse
APRIL 2024
Roseate Group is proud to sponsor Charleston Symphony Orchestra League's (CSOL) 44th annual Designer Showhouse. CSOL's financial support, through these events, allows the Charleston Symphony Orchestra to offer free and low-cost educational opportunities to Title I schools and underserved areas.
Advisor represents team at national conference
MARCH 2024
Team's rebrand inspired by beloved local wildlife
FEBRUARY 2024
Our team, formerly known as Vingi, Edwards and McCallum Private Wealth Management Group of Wells Fargo Advisors, rebranded as Roseate Group of Wells Fargo Advisors.
Industry Recognition
2026
View Award Disclosures
2016-2025
Please note: In 2026, Barron's updated this ranking category to the Top 1,500 State-by-State Advisors.
2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). The Barron’s Top 1,200 Financial 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. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com). 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com).
View Award Disclosures
Robert Vingi, David McCallum, and Wendy Brewer have all been named on the 2024, 2025, and 2026 Forbes Best-in-State Wealth Advisor rankings. Robert and David have been on the list from 2018 through 2026.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23-6/30/24 (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 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18-6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17-6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16-6/30/17 (Source: Forbes.com).
View Award Disclosures
Wendy Brewer was named on the 2024, 2025, and 2026 Forbes Top Women Wealth Advisors Best-in-State rankings.
View Award Disclosures
View Award Disclosures
2023-2026
View Award Disclosures