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FUNDRAISING NEWS | August 19, 2024

NewEdge Wealth Expands Its Florida Footprint

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A Florida-based team of eight from Merrill Lynch has joined NewEdge Wealth. The team, operating as The Minton Tuzzo Group, will enhance NewEdge's presence in Delray Beach, Boca Raton, and Palm Beach Gardens. The office will be led by new Partners Blaine Minton and Kirsten Tuzzo, both highly regarded for their expertise in serving high net worth individuals and corporations. 

Minton brings over 25 years of experience in financial planning, asset management, and tax and estate planning, having held senior roles at Merrill Lynch and Morgan Stanley. Tuzzo, with over 30 years of experience, has managed significant portfolios, including the Rockefeller Foundation Endowment, and has worked in private banking and wealth management at JP Morgan Chase and Bank of America. 

The Boca Raton/Delray Beach office marks NewEdge Wealth’s third Florida location since the firm’s launch in December 2020. Headquartered in Stamford, Connecticut, NewEdge now has 13 offices, including in major cities like Atlanta, Miami, Nashville, and San Francisco.

To view the press release, click here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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