NewEdge Wealth Continues Recruiting Momentum, Expanding Its Florida Footprint
August 16 2024 - 10:14AM
Business Wire
Team joins from Merrill Lynch and establishes a
third Florida location
Just announced, a Florida-based team of eight from Merrill Lynch
has joined NewEdge Wealth, LLC, a registered investment adviser
specializing in servicing the needs of ultra high net worth
families, family offices, and institutional clients. The team will
join forces with NewEdge Wealth to expand its presence in the
Delray Beach, Boca Raton, and Palm Beach Gardens area.
The office will be led by new Partners of the firm, Blaine
Minton and Kirsten Tuzzo, CPFA®. Other team members include Scott
Graver, CFP®, CRPC®, as Principal, Wealth Strategy; Sebin Skaria,
CRPS®, as Vice President, Investment Solutions; Maria Maloney,
CRPC®, as Associate, Client Service; Diane McClung as Associate,
Client Service; Kelsey Navickas as Analyst, Client Service; and
Austin Tuzzo as Analyst, Investment Solutions.
"Blaine and Kirsten’s team are well known in the industry for
their caliber of expertise in serving high net worth individuals
and corporations,” said Rob Sechan, CEO of NewEdge Wealth. “As the
demand for sophisticated wealth management services continues to
rise for today’s affluent investors, our firm is well equipped to
meet their needs. We are excited to welcome these talented
individuals and are confident that our platform’s offerings will
provide a valuable upgrade for their clients.”
Minton has more than two and a half decades of experience in
financial planning, asset management, and tax and estate planning
coordination. He was previously a Managing Director at Merrill
Lynch and a Senior Vice President at Morgan Stanley.
Tuzzo has over 30 years of experience working with individuals,
institutions, and family offices. She has managed the Rockefeller
Foundation Endowment portfolio and worked in the private banking
and wealth management groups at JP Morgan Chase and Bank of
America. She has served as a Portfolio Management Director at
Morgan Stanley and was most recently a Managing Director at Merrill
Lynch.
When asked about the transition, Minton responded, “Kirsten and
I are thrilled to bring our team to NewEdge Wealth, joining forces
with the amazing community Rob and his team created. NewEdge has a
reputation of leading and delivering sophisticated wealth
management services, and we are eager to provide our expertise and
insight to the firm.”
The Boca Raton/Delray Beach office is the third Florida location
for NewEdge Wealth, which launched in December 2020. The Stamford,
Connecticut-based firm now has 13 offices including locations in
Atlanta, Miami, Nashville, and San Francisco.
About NewEdge Wealth
NewEdge Wealth is a division of NewEdge Capital Group, LLC.
NewEdge Capital Group services multiple business lines and supports
over 400 financial advisors servicing several thousand households,
family offices and institutions. NewEdge Capital Group, LLC, a
Barron’s Top 100 RIA Firm and Forbes’ America's Top RIA Firm*, is
the wealth management business unit of EdgeCo Holdings LP, which
has over 900 employees.
NewEdge Wealth is designed to meet the needs of ultra high net
worth, family office and institutional clients. The division seeks
to provide a select group of clients with a personalized level of
service and attention designed to help organize and simplify their
lives, while also providing access to an expansive menu of
institutional caliber products and services — all wrapped in
technology that serves as the connective tissue between the client
and their advisor to create a stronger, more personal relationship.
Investment advisory services are offered through NewEdge Wealth,
LLC, a registered investment adviser. Securities are offered
through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge and
its affiliates do not render advice on legal, tax and/or tax
accounting matters to clients. Each client should consult his/her
personal tax and/or legal advisor to learn about any potential tax
or other implications that may result from acting on a particular
recommendation. For more information, visit
www.newedgewealth.com.
*Barron’s rankings awarded in September 2023 based on prior 12
month data. Forbes/Shook rankings awarded in October 2023 based on
data from 3/31/22-3/31/23. Neither NewEdge Wealth nor its employees
pay a fee in exchange for these rankings.
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