NewEdge Wealth Expands San Francisco Presence With Former Wells Fargo Wealth Manager Dale Schroeder
NewEdge Wealth, LLC , a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients, announced today that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.
- NewEdge Wealth, LLC , a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients, announced today that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.
- Schroeder will be a Managing Director for NewEdge Wealth and will serve the Bay Area alongside financial advisor John Froley , the founding member of NewEdge Wealth's San Francisco office.
- Schroeder was an Equity Options Specialist on the Pacific Stock Exchange before joining Wells Fargo Advisors in 2009.
- Schroeder added, "NewEdge Wealth represents the future for high net worth family’s wealth management services, and I look forward to being part of the growing team on the West Coast."