NewEdge Wealth Welcomes Former Florida Atlantic Securities CEO W. Trevor Beaney as Partner

Experienced Wealth Advisor Brings Institutional and Ultra High Net Worth Experience to NewEdge’s Growing South Florida Platform

NEW YORK--(BUSINESS WIRE)--NewEdge Capital Group, LLC (NewEdge), a leading and growing wealth management firm supporting successful financial advisors nationwide, announced today that W. Trevor Beaney has joined the Coral Gables office of NewEdge Wealth as a Partner. NewEdge Wealth is a registered investment advisor specializing in serving ultra high net worth and high net worth families, family offices and institutional clients.

Beaney began his wealth management career in 2006 at Morgan Stanley, where he worked with ultra high net worth and institutional clients on over $650 million in investment assets. In 2012, he joined Florida Atlantic Securities as a Vice President, and he became CEO of the firm in 2019. The firm oversees more than $1 billion in total client assets.

“Trevor and his team bring a depth of experience in managing equity and fixed-income portfolios for high net worth individuals and their families, as well as non-profit and for-profit corporations,” said Rob Sechan, Founder and Managing Partner of NewEdge Capital Group. “Their unique business model dovetails well with the sophisticated wealth management strategies our team provides to our South Florida clients. We look forward to supporting Trevor and his team in accessing additional wealth solutions.”

Beaney added, “Our clients have complex financial needs, and NewEdge has the investment solutions and technology to best serve the institutions, families and individuals we work with. Partnering with NewEdge also provides support for our next phase of growth.”

Beaney is the latest to join NewEdge Wealth, which has more than 75 ultra high net worth advisors across 22 locations, including New York, Chicago, Miami and San Francisco. The firm recently expanded in Tennessee and Georgia and opened offices in Texas, Ohio and Minnesota. He will be joined by Client Service Associate, Kristie Feliz Smith.

About NewEdge Capital Group

NewEdge Wealth is a division of NewEdge Capital Group, LLC. 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 ranked #2 on Barron’s Top 100 RIA Firm list and is a 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 2026 based on prior 12-month data. 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.