Blaine is a Partner at NewEdge Wealth and has over 25 years of experience in financial planning, portfolio management, and wealth management. Blaine has committed his professional career directly towards families and corporations, guiding them through financial planning and top-tier asset management. Beginning at just 21-year-old, Blaine has now built one of the top financial planning practices in the country solely based on referrals. This goes to show his dedication and care for the families he advises, earning recognition by Forbes as one of Florida’s Best-in-State Wealth Management Teams in 2023.
Before joining NewEdge, Blaine held senior leadership roles as Managing Director at Merrill Lynch, Senior Vice President at Morgan Stanley, and Financial Advisor at American Express. Blaine earned a dual degree in Finance and Decision Information Systems from the University of Florida. Using the mathematical and scientific computer range of information, he is able to take the complex world of financial planning and asset management and convert it into an accessible roadmap. By combining goal-based planning and asset management, he has seen continuous success for his clients. He holds Series 7, 31, and 66 licenses, as well as a Florida Insurance License.
Honors & Accolades*
Forbes Best-in-State Wealth Management Teams: 2023
Registration Info:
Check the background of this investment professional on FINRA’s BrokerCheck.
*Forbes/Shook rankings awarded in January 2023 based on March 31, 2022, data.