NewEdge Wealth Opens 20th Office in Houston, Adding 3 Senior Team Members
Updated
Updated · Yahoo Finance · Aug 18
NewEdge Wealth Opens 20th Office in Houston, Adding 3 Senior Team Members
3 articles · Updated · Yahoo Finance · Aug 18
Summary
Houston became NewEdge Wealth’s 20th U.S. location as the firm opened an office led by Managing Directors Jeffrey Thompson and Shannon Willems and Vice President Sara DeJay Willis.
The six-person team, including three client service associates, brings more than 30 years of experience serving ultra-high-net-worth families, family offices and institutional clients.
NewEdge said the move targets rising demand in Houston, where growth in manufacturing, energy and professional services has increased the number of wealthy clients with complex planning needs.
The Houston team has particular experience advising business owners on exit strategies, multigenerational estate plans, and 401(k) and pension optimization.
The opening extends NewEdge’s broader expansion push after recent growth in Nashville, Atlanta and New Albany, Ohio; the firm now has more than 65 ultra-high-net-worth advisors nationwide.