NewEdge Advisors Welcomes BFS Advisory Group
NewEdge Advisors, one of the top Registered Investment Advisors (RIA) located in New Orleans, has enhanced its team by bringing on board the Dallas-based BFS Advisory Group. This partnership marks a significant transition for BFS Advisory Group, as they previously managed approximately $318 million in client assets while under Osaic. By incorporating BFS Advisory Group, NewEdge Advisors underscores its dedication to delivering exceptional financial advisory services throughout the country.
BFS Advisory Group Team Members Come on Board
Notable individuals joining NewEdge Advisors include Debra Brennan Tagg, the founder and president, along with Associate Wealth Advisors Erin Neece and Hollis Stuckert. In addition, Portfolio Analyst Bradley Rouse and three other support team members will further strengthen the firm and its commitment to enhancing client services.
Core Values that Drive NewEdge Advisors
According to Alex Goss, Co-CEO and Co-Founder of NewEdge Advisors, top advisors are drawn to their firm because of its flexible and open structure. Goss expressed excitement about welcoming Debra Tagg and her team, highlighting a shared vision focused on supporting growth and helping clients achieve their financial goals.
Client-Focused Advisory Services
Debra Tagg shared her perspective on her clients' aspirations, emphasizing the need for expert guidance in wealth management. She pointed out that clients are looking for partnerships that enable them to make well-informed financial choices. BFS Advisory Group is dedicated to extending this approach, aiming to reach a wider client base and enhance the overall experience for those they serve.
Debra Tagg’s Experience and Impact on the Industry
Having been involved in the financial advisory sector since 1998, Tagg is well-respected for her speaking engagements on diverse topics that resonate with the community, including financial planning for Gen X families and women's roles in the industry. In 2021, she established The Aspen Society, an initiative designed to create educational networking opportunities for women focused on achieving financial wellness.
The Growth Journey of NewEdge Advisors
The addition of BFS Advisory Group is the latest milestone for NewEdge Advisors, which has successfully onboarded 24 other advisory teams, bringing aboard 56 new advisors while integrating an additional 18 into existing teams. This growth reflects NewEdge Advisors' successful strategy in fostering a vibrant environment for both advisors and clients.
About NewEdge Advisors
Headquartered in New Orleans, NewEdge Advisors emphasizes growth and transparency within the RIA framework. Managed by locals Alex Goss and Neil Turner, the firm is committed to educating advisors on the wide array of independent opportunities available in the financial sector. This philosophy, combined with outstanding support services, continues to attract high-quality advisors nationwide.
Initially branded as Goss Advisors, the firm became part of EdgeCo Holdings in 2020, which marked the establishment of their 1099 wealth division. The firm transitioned to NewEdge Advisors in 2021, coinciding with the launch of NewEdge Capital Group.
Frequently Asked Questions
What is NewEdge Advisors?
NewEdge Advisors is a growth-focused registered investment advisor based in New Orleans, recognized for its support of independent financial advisors through a transparent framework.
Who are the main members of BFS Advisory Group?
The key members include Founder Debra Brennan Tagg, Associate Wealth Advisors Erin Neece and Hollis Stuckert, as well as Portfolio Analyst Bradley Rouse.
What unique services does NewEdge Advisors offer?
NewEdge Advisors provides an open architecture model, allowing financial advisors the flexibility to develop their practices while ensuring high-quality client service.
How does BFS Advisory Group contribute to NewEdge Advisors?
BFS Advisory Group enhances NewEdge Advisors by bringing valuable experience in client management, improving the firm's ability to offer personalized financial guidance.
What is the importance of this partnership?
This partnership allows NewEdge Advisors to broaden its advisory services and leverage the expertise of BFS Advisory Group, further supporting clients in achieving their financial objectives.
