Reese Marine is a Series 66 credentialed advisor with New Edge Wealth in Knoxville, TN, currently in the early stages of his financial advisory career. Prior to joining New Edge Wealth, he worked at the Garza Law Firm and was involved with the University of Tennessee Baseball program. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a broad range of advisory services with a focus on asset allocation, investor behavior, and integrating technology tools alongside adviser judgment.

William Mcglothin is a financial advisor at NewEdge Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of advisory services, he is also an agent offering fixed insurance and annuity products to clients. NewEdge Wealth primarily serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional clients. The firm provides comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions.