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Richard I
Series 63, Series 65
Franklin, TN
New Edge Wealth
Richard Ina is a financial advisor at New Edge Wealth with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2013 to 2023 before joining New Edge Wealth in 2023. Ina is the managing member of Ina Wealth Financial Services, LLC, an entity formed to join New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures such as private equity and structured-note strategies.
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