Paige Sullivan

Paige Sullivan

Jan 2, 2025

As Associate, Client Service, Paige serves as administrative and operational support for financial advisors, and assists in expanding the Nashville team’s presence. Most recently, Paige was a Client Service Associate at UBS Financial Services where she also served as...
Kirsti Morrow

Kirsti Morrow

Jan 2, 2025

As Associate, Client Service, Kirsti is dedicated to enhancing client experiences at NewEdge Wealth. With over eight years of experience, she provides comprehensive operational support to both clients and advisors. Kirsti is proactive in anticipating client needs,...
Richard Ina, AAMS®

Richard Ina, AAMS®

Jan 1, 2025

Nashville, TN   As Partner, Richard offers over three decades of financial services experience and focuses on wealth planning and money management for executives, business owners and entrepreneurs, and high net worth individuals of all backgrounds.  Richard...