NewEdge Wealth Adds Houston Location in Continued Expansion

Experienced Wealth Management Team Anchors the 20^th Location for NewEdge Capital’s Ultra High Net Worth Division

NEW YORK--(BUSINESS WIRE)--NewEdge Capital Group, LLC, announced today that it has continued its nationwide expansion with the establishment of a NewEdge Wealth office in Houston, Texas. NewEdge Wealth is a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients. The new Houston location marks the firm’s 20^th location nationwide and will be anchored by Jeffrey Thompson, Shannon Willems and Sara DeJay Willis.

Thompson and Willems join NewEdge Wealth as Managing Directors. Willis was named a Vice President. The team also includes three Client Service Associates.

In addition to working with various types of ultra high net worth clients, the team has particular experience working with business owners interested in exit strategies, developing multi-generational estate and financial plans, and optimizing 401(k) and pension plans. Collectively, the team has over 30 years of experience supporting this segment.

“Houston is one of the fastest-growing economies in the country and continues to be home to an increasing number of high net worth and ultra high net worth individuals with complex wealth management needs,” said Rob Sechan, Founder & Managing Partner of NewEdge Capital Group. “This team understands the nuances of this community through their deep ties to the metro area. We are excited to have Jeff, Shannon and Sara as part of NewEdge Wealth.”

Growing economy, growing footprint

Strength in Houston’s manufacturing, energy and professional services industries has fueled the metro area’s growth in recent years. The city’s economy has outpaced the nation on average and many of its peers.

Willems said, “As Houston grew, so did our team and its business. We needed a firm that could support our growth and provide the solutions our clients wanted to preserve and grow their wealth. We look forward to working with the entire NewEdge team, helping to expand their footprint in Texas.”

“Demand for services from owners of closely held businesses and their families has grown steadily in the past five years,” added Thompson. “As we got to know NewEdge, it became clear that their long history supporting successful entrepreneurs and multi-generational family businesses would enhance our ability to meet this need.”

NewEdge Wealth has more than 65 ultra high net worth advisors across 20 locations, including New York, Chicago, Miami and San Francisco. The firm also recently expanded its Nashville, TN footprint, added to its Atlanta location, and opened an office in New Albany, OH, a suburb of Columbus.

About NewEdge Capital Group

NewEdge Capital Group represents a fundamental reimagining of what a financial services firm can be when it's designed by Advisors for Advisors. As an invitation-only firm for already successful advisors, resources are focused on helping top-performing advisors reach the next level in their careers. NewEdge provides exceptional talent, cutting-edge technology and institutional-grade resources that create a structural advantage for elite advisors and their clients.

NewEdge Capital Group services multiple business lines and supports over 550 financial advisors servicing several thousand households, family offices and institutions. NewEdge Capital Group, LLC, is a Barron’s Top 100 RIA Firm, Forbes’ America’s Top RIA Firm and CNBC Elite Advisor.*

Advisory services provided by NewEdge Advisors, LLC and NewEdge Wealth, LLC, our registered investment advisers. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. For more information, visit www.newedgecapitalgroup.com.

*Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24–3/31/25. The CNBC Elite Advisors award was issued by CNBC on June 22, 2026. Award criteria and methodology are determined solely by CNBC in partnership with AccuPoint Solutions and Cerulli Associates. This recognition is not indicative of future performance and should not be construed as an endorsement of NewEdge Wealth or NewEdge Capital Group by CNBC or any affiliated entity. Neither NewEdge Capital Group nor its employees pay a fee in exchange for these rankings.