Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market
NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that experienced wealth manager Patrick McGlothin has joined the firm as a Managing Director in Knoxville, Tennessee.
NewEdge Wealth has strategically added nearly a dozen wealth managers in the past 12 months as it expands to meet growing demand from ultra high net worth clients across the country.
“Patrick brings a wealth of experience advising affluent families, making him a valuable asset to our firm,” said Rob Sechan, Co-Founder and CEO of NewEdge Wealth. “As the financial lives of ultra high net worth clients grow increasingly complex, we continue to invest in top talent who can help navigate those challenges with clarity and precision.”
In 2004, McGlothin joined what became The McGlothin Group at Morgan Stanley. Over the past two decades, he and his team built it into a successful nationwide practice, leveraging his expertise as an Alternative Investments Director. His recent recognition as a Forbes Best-In-State Wealth Advisor reflects his skill in developing and overseeing complex portfolios for affluent families and institutions. He began his career in financial services with Smith Barney, which was acquired by Morgan Stanley.
“After more than 20 years in wirehouse wealth management, I was drawn to NewEdge and its approach, which truly aligns with how I aim to serve clients—personally, proactively and without compromise,” said Patrick McGlothin. “Joining NewEdge allows me to elevate the experience my team delivers and bring even greater value to the relationships we serve.”
With McGlothin’s addition, NewEdge Wealth now serves clients through more than 50 ultra high net worth advisors across 14 strategic markets nationwide, including Atlanta, Miami, Nashville, San Francisco, and the New York metropolitan area.
