NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion

Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market

STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that experienced wealth manager Patrick McGlothin has joined the firm as a Managing Director in Knoxville, Tennessee.

NewEdge Wealth has strategically added nearly a dozen wealth managers in the past 12 months as it expands to meet growing demand from ultra high net worth clients across the country.

“Patrick brings a wealth of experience advising affluent families, making him a valuable asset to our firm,” said Rob Sechan, Co-Founder and CEO of NewEdge Wealth. “As the financial lives of ultra high net worth clients grow increasingly complex, we continue to invest in top talent who can help navigate those challenges with clarity and precision.”

In 2004, McGlothin joined what became The McGlothin Group at Morgan Stanley. Over the past two decades, he and his team built it into a successful nationwide practice, leveraging his expertise as an Alternative Investments Director. His recent recognition as a Forbes Best-In-State Wealth Advisor reflects his skill in developing and overseeing complex portfolios for affluent families and institutions. He began his career in financial services with Smith Barney, which was acquired by Morgan Stanley.

“After more than 20 years in wirehouse wealth management, I was drawn to NewEdge and its approach, which truly aligns with how I aim to serve clients—personally, proactively and without compromise,” said Patrick McGlothin. “Joining NewEdge allows me to elevate the experience my team delivers and bring even greater value to the relationships we serve.”

With McGlothin’s addition, NewEdge Wealth now serves clients through more than 50 ultra high net worth advisors across 14 strategic markets nationwide, including Atlanta, Miami, Nashville, San Francisco, and the New York metropolitan area.

About NewEdge Wealth
NewEdge Wealth is a division of NewEdge Capital Group, LLC. NewEdge Capital Group services multiple business lines and supports over 450 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 1,000 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, LLC, 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. For more information, visit www.newedgewealth.com.

*Barron’s rankings awarded in September 2024 based on prior 12 month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. Forbes/Shook Best-In-State Wealth Advisors ranking awarded in April 2025 based on data from 6/30/23 - 6/30/24. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.