Updated

Updated · Wealth Management · Aug 21

NewEdge Wealth Opens 20th Office in Houston With $2.2 Billion AllianceBernstein Team

Updated

Updated · Wealth Management · Aug 21

NewEdge Wealth Opens 20th Office in Houston With $2.2 Billion AllianceBernstein Team

1 articles · Updated · Wealth Management · Aug 21

NewEdge Wealth launched a Houston office by hiring an AllianceBernstein private-wealth team that had overseen $2.2 billion in client assets.
Jeffrey Thompson and Shannon Willems joined as managing directors, Sara DeJay Willis became a vice president, and three client service associates also moved to the new branch.
Houston’s fast-growing economy and rising population of high-net-worth and ultra-high-net-worth clients drove the expansion, while Willems said the team needed broader support and solutions to keep growing.
NewEdge Wealth now has more than 65 ultra-high-net-worth advisors across 20 locations, and the Houston team brings over 30 years of combined experience serving business owners, estate-planning clients and retirement-plan needs.

Sources

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