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Industry Veteran Bill Laird Launches Riverside, Joins NewEdge from FORVIS Wealth Advisors
NEW ORLEANS, October 26, 2023–(BUSINESS WIRE)–NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that Bill Laird CFA®, CFP®, and his Riverside Wealth Partners of Jacksonville, Florida, have joined the firm.
Laird, who has worked in the financial services industry for over 20 years, previously managed approximately $500 million in assets at FORVIS Wealth Advisors before launching Riverside Wealth Partners, an independent wealth management advisor practice helping individuals and small businesses achieve their financial goals. Brooke Stanford, CRPC®, joins him as the firm’s Client Experience Director and Senior Financial Advisor, and Michelle Laird, MBA as its Client Service Associate.
“We are proud to welcome Bill and Riverside Wealth Partners to the NewEdge Advisors family,” said Alex Goss, Co-CEO of NewEdge Advisors. “This team’s dedication to nurturing advisor-client relationships and going the extra mile to provide a premier client experience set them apart and we are thrilled that they will now have the tools and support to deliver the kinds of services they know their clients need moving into the future. We look forward to supporting the Riverside team and their continued growth and success.”
Laird began his career at Wachovia Bank before joining Raymond James Financial as a financial advisor. He also worked as Chief Investment Officer and Financial Advisor for DHG Wealth Advisors before becoming the Southeast Regional Leader at FORVIS.
Laird said, “Becoming an independent advisor will allow me to focus 100% of my time on guiding clients through important financial decisions. Partnering with NewEdge provides me with the right set of resources including top-of-the-line trading and reporting capabilities and an experienced investment staff to help our clients achieve their goals.”
About NewEdge Advisors
New Orleans-based NewEdge Advisors is a leading RIA founded by Alex Goss and Neil Turner. The firm, built by advisors for advisors, embraces a transparent approach to educating advisors on the independent opportunities that currently exist in the industry landscape. This approach, combined with advisor-first services and multiple affiliation models, including direct 1099 and W-2, continues to attract high-performing advisors from across the country. The firm serves advisors in 32 states from coast to coast.
Previously known as Goss Advisors, the firm became a part of EdgeCo Holdings in 2020 to lead the 1099 wealth division. In 2021, NewEdge Advisors was created as a part of the launch of NewEdge Capital Group. For more information, visit www.newedgeadvisors.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20231025372925/en/
Contacts
Donald Cutler or Lorene Yue
Haven Tower Group
424.317.4864 or 424.317.4854
dcutler@haventower.com or lyue@haventower.com
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