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New Orleans RIA Adds Adviser with $500 Million in Assets Under Management

NewEdge Advisors LLC, a New Orleans-based registered investment advisor, announced that Bill Laird and, in connection, Riverside Wealth Partners of Jacksonville, Florida, have joined the firm.

Laird, who has worked in the financial services industry for more than 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 joins him as the firm’s client experience director and senior financial advisor, and Michelle Laird as its client service associate.

“We are proud to welcome Bill and Riverside Wealth Partners to the NewEdge Advisors family,” said Alex Goss, co-chief executive officer 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.”

New Orleans-based NewEdge Advisors is a registered investment advisor founded by Alex Goss and Neil Turner. The firm says it focuses on “educating advisors on the independent opportunities that currently exist in the industry landscape.” The firm serves advisors in 32 states from coast to coast.

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