NewEdge Wealth, a registered investment adviser specializing in servicing the needs of ultra-high-net-worth and high-net-worth families, family offices and institutional clients, has announced that Alex Watts has joined as a principal.
Watts, who joins from Merrill Lynch Private Wealth, brings more than 20 years of experience helping business owners, entrepreneurs and multi-generational families. He helps his clients manage transactions, credit, recapitalization and portfolio structure. Watts also serves as a central point of coordination, aligning key professionals who support the needs of ultra-high-net-worth individuals, including attorneys, CPAs, and commercial and investment bankers.
Watts began his wealth management career as an investment analyst at GenSpring Family Office and later to J.P. Morgan Private Bank. He spent a decade at Merrill Lynch, rising from assistant vice president to senior vice president, before moving to NewEdge Wealth
NewEdge’s ope
