NewEdge Advisors – a leading New Orleans-based RIA supporting independent financial advisors nationwide – announced that Dallas-based BFS Advisory Group joined the firm from Osaic, where the team was overseeing approximately $318 million in client assets.
Joining NewEdge Advisors are founder and President Debra Brennan Tagg, CFP, Associate Wealth Advisors Erin Neece, CFP, CDFA, CPWA and Hollis Stuckert, Portfolio Analyst Bradley Rouse, and three firm and client support staff.
Tagg has been an independent financial advisor since 1998 and is now a nationally recognized speaker in the financial industry on topics such as financial planning-led wealth management for Gen X families, entrepreneurs, and women. In 2021, she founded The Aspen Society as an educational networking group for women interested in financial wellness.
BFS Advisory Group is the latest firm to join NewEdge Advisors as the RIA added 24 other teams representing 56 new advisors with an additional 18 integrated into existing teams.
KEY QUOTES:
“High-performing advisors join NewEdge Advisors for its truly open architecture, flexibility and freedom to continue to build their practices as they see fit. We’re excited to have Debra and her team as part of our firm and look forward to supporting their continued growth.”
-Alex Goss, Co-CEO and Co-Founder of NewEdge Advisors
“Our clients are successful, smart individuals who want to be excellent stewards of their wealth. They value professional guidance to use their money to have the lives they want, and they want a partner who will help them personally to pursue their goals. At BFS Advisory Group, we constantly strive to improve our client experience so that our clients are confident in their financial decisions, and we want to bring that confidence to a wider group of people. It’s this approach that also attracts top advisors and service professionals to join our team. After a rigorous due diligence process, we chose NewEdge Advisors as our partner for the next phase of our firm so we can provide an enhanced investment platform with the technology and services that our clients and advisors need.”
-BFS Advisory Group President Debra Brennan Tagg
