NewEdge Advisors added Franklin, Tennessee-based ClearTrust Wealth Advisors to its platform.
The 24-member team is led by Managing Partners Matt Robins, Nick Stamatis and Joe Creecy. The team previously affiliated with Ameriprise Financial, where they managed $1.4 billion in client assets.
“Matt, Joe, Nick and the entire ClearTrust team represent exactly the type of advisor-led organization we are proud to support,” Alex Goss, CEO of NewEdge Advisors, said in a release. “Their commitment to client service, thoughtful growth and team culture aligns closely with our mission.”
Founded in 2009, ClearTrust provides wealth management services to small business entrepreneurs, corporate executives and multi-generational families.
Creecy said his team joined NewEdge Advisors “to gain the flexibility and strategic support needed to advance our long-term vision. The partnership allows us to enhance the client experience without compromising the values and relationships at the core of our practice, while positioning the firm for continued growth.”
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