Team joins from Merrill Lynch and establishes a third Florida location
STAMFORD, Conn., AUG. 16, 2024 — 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.
*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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