NewEdge Wealth Opens Nashville Office With UBS, Morgan Stanley Veteran

NewEdge Wealth has opened a downtown Nashville office led by adviser James Nichols, expanding the ultra-high-net-worth registered investment adviser’s footprint in the city, the firm said. The team’s assets under management were not disclosed.

Nichols, who has nearly two decades of wealth management experience, will serve as principal in the new office. He previously held senior advisory roles at UBS and Morgan Stanley/Smith Barney and will advise entrepreneurs and business owners before and after liquidity events. Vice president of client service Erin Thomas and client service analyst Lena Schelzig are also joining the office.

NewEdge Wealth entered the Nashville market in 2023, when adviser Rich Ina joined the firm.

“Central Tennessee has seen an explosion of growth for nearly a decade, with large tech firms, startups and established industries creating significant wealth in the region,” said Rob Sechan, managing director and co-founder of NewEdge Wealth. “James’ extensive experience supporting local business owners as they navigate the changing landscape will enhance our ability to serve this important and growing market.”

NewEdge Wealth now has more than 60 ultra-high-net-worth advisers across 16 locations, including New York, Stamford, Atlanta, Chicago, Miami, and San Francisco. The firm cited Nashville’s economic growth, including corporate relocations and expansions from companies such as iHeartMedia, Amazon, and Oracle, as a driver of the buildout.

Sibling RIA NewEdge Advisors has also been expanding in the Nashville area. In January, it added the 24-member ClearTrust Wealth Advisors team, which came from Ameriprise Financial with approximately $1.4 billion in client assets, AltsWire reported at the time. NewEdge Advisors also welcomed Wealth Strategies Partners, a practice with advisers in Nashville, Pittsburgh, and Sarasota, Fla., in December 2025.

NewEdge Wealth is a division of NewEdge Capital Group LLC, an invitation-only firm for established advisers. Advisory services are provided through NewEdge Advisors LLC and NewEdge Wealth LLC, its RIAs; securities are offered through NewEdge Securities LLC.

Visit the AltsWire directory page.