NewEdge Wealth said Friday that Richard Ina, a veteran advisor from UBS managing about $500 million in client assets, has joined the firm. He will open an office for NewEdge in the Nashville, Tennessee, area.
According to his BrokerCheck report, Ina has 35 years of experience, having started his career in 1987 at Kidder Peabody. He had been affiliated with UBS since 2010.
“We needed a platform with a broader scope of in-house wealth strategy, enhanced performance reporting, and a sophisticated online experience," Ina said in a statement. "We are excited about joining NewEdge Wealth as the firm can provide the support we need to deliver the kind of services our clients expect from their wealth management team."
Two staffers are accompanying Ina in the move to NewEdge.
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