Advisor Moves · Recruiting · Independence
NewEdge Wealth Expands to Houston with $2.2B Bernstein Team
NewEdge Wealth has opened its 20th office nationwide in Houston, anchored by a former Bernstein Private Wealth Management team managing $2.2 billion in ultra-high-net-worth client assets.
By Advisor News Network
August 18, 2026
3 min
Transition:Bernstein Private Wealth ManagementNewEdge Wealth
$2.2BAUM
NewEdge Wealth, the ultra-high-net-worth division of NewEdge Capital Group, has established a new presence in Houston, Texas, marking the firm's 20th office location nationwide.
The expansion is anchored by a wealth management team previously with Bernstein Private Wealth Management (AllianceBernstein) that manages $2.2 billion in client assets.
The Incoming Team
The incoming team includes:
- Jeffrey Thompson, Managing Director
- Shannon Willems, Managing Director
- Sara DeJay Willis, Vice President
- Three Client Service Associates
Collectively bringing over three decades of financial industry experience, the team specializes in advising ultra-high-net-worth and high-net-worth individuals, family offices, and institutional clients. Their focus areas include business exit and succession strategies, multi-generational estate planning, complex wealth structuring, and 401(k) and pension plan optimization.
Commenting on the expansion, Rob Sechan, Founder and Managing Partner of NewEdge Capital Group, highlighted Houston's position as one of the country's fastest-growing economies and noted the team's deep roots in the local community. Shannon Willems noted that joining NewEdge Wealth provides the firm with the platform and specialized UHNW resources necessary to support their growing client base in the region.
The move marks NewEdge Wealth's latest geographic expansion as the firm continues to attract major wealth management practices and top-tier advisors across the United States.
TagsNewEdge WealthNewEdge Capital GroupBernstein Private Wealth ManagementAllianceBernsteinHoustonTexasJeffrey ThompsonShannon WillemsRecruitingUHNW
