What changed

One of four wealth managers hired to staff NewEdge Wealth's new Fort Lauderdale office; team brings over $3B in assets. Previously worked at Bank of America Private Bank and Merrill Lynch.

Reported / discovered

Sep 2, 2026

Effective

Not reported

New role

Not reported

Previous role

Not reported

Market

Fort Lauderdale, FL

Reported book

$3B

Reported team size

4 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

Registration records support an affiliation observation. They do not independently confirm every role, team member, date, or asset claim.

Record history

2 observations consolidated into one event.