NewEdge Advisors, a leading New Orleans-based RIA supporting independent financial advisors nationwide, announced Krueger, Fosdyck, Brown, McCall & Associates (a team based in Destin, Florida) has joined the firm from Merrill Lynch, where they oversaw $1.4 billion in client assets.
Founders and colleagues Tim Krueger, Cory Fosdyck, Jerry Brown, and Collin McCall, along with Senior Wealth Advisors Nina McClanahan and Gabe Campbell, collectively have over 150 years of experience. And the newly independent team, nine members in total, is based in Destin, Florida. The team chose Goldman Sachs Custody Solutions as their primary custodian.
ECHELON Partners served as the exclusive sell-side financial advisor to Krueger, Fosdyck, Brown, McCall & Associates.
KEY QUOTES:
“We are delighted to welcome Krueger, Fosdyck, Brown, McCall & Associates to the growing network of seasoned professionals at NewEdge Advisors. I am grateful that these industry-leading practitioners have chosen NewEdge as their new home, and we look forward to providing the resources and solutions they need to deliver comprehensive wealth management and planning for families, business owners, and institutions.”
- Alex Goss, CEO of NewEdge Advisors
“Our continued collaboration with NewEdge enables us to collectively support advisors and empower them to better serve their clients. We are thrilled to be working with Krueger, Fosdyck, Brown, McCall & Associates, and look forward to supporting the evolution of their business.”
- Bill Dalton, Head of RIA Custody Sales at Goldman Sachs
“NewEdge Advisors appealed to our team with its ability to prioritize our goals. This transition will enable us to enhance our client service and significantly expand our capacity to offer opportunities to clients, their families, and businesses.”
- Cory Fosdyck, Co-Founder and Partner at Krueger, Fosdyck, Brown, McCall & Associates
“We are excited about this new chapter for our team, in partnership with NewEdge Advisors and Goldman Sachs Custody Solutions. There is no single approach to wealth management that suits everyone, and this change gives us the freedom and flexibility to deliver unbiased advice.”
- Tim Krueger, Co-Founder and Partner at Krueger, Fosdyck, Brown, McCall & Associates
