Dallas, TX Douglas Avenue Office

Shawn Stanley is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for JPMorgan Chase Bank and J.P. Morgan Securities for ten years. Outside of his advisory role, he serves as Vice President of the Plano West Lacrosse Club, where he is involved in recruiting youth players. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Erik Linstrom is a Series 66 licensed financial advisor with 20 years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities Inc, joining in 2024 after 14 years at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of his advisory role, Mr. Linstrom is the founder of Fortis Wealth Advisors and serves as trustee of his own revocable living trust. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Kristopher Cawthon is a financial advisor with NewEdge Advisors in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2024, he worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 11 years. He is also the founder of Fortis Wealth Advisors, an independent registered investment advisor based in Dallas. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

Ben Roth is a financial advisor with NewEdge Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 43 years of industry experience. Prior to joining NewEdge Advisors in 2024, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for over a decade. He is also the founder of Fortis Wealth Advisors, LLC, where he provides wealth management services. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.