Wedbush expands Southeast wealth management team with Redstone move

Wedbush, a leading financial services firm, today announced that the Redstone Wealth Management Group has joined its Wealth Management division in Greensboro, North Carolina. The addition strengthens Wedbush's presence in the Southeast and reflects the firm's continued investment in attracting experienced advisor teams who share its commitment to personalised service and long-term client relationships.

Led by James Carlson, Managing Director, Investments and Portfolio Manager; Kevin E. Herron Jr., CFP, Managing Director, Investments and Portfolio Manager; Patty Blair, CFP®, Senior Strategic Wealth Advisor, and Sherry Malone, Client Service Associate, the Redstone Wealth Management Group brings decades of collective experience serving high-net-worth individuals, families, and business owners. With more than $500 million in AUM, the team is known for its comprehensive approach to wealth management, combining personalised financial planning, portfolio management, and trusted advice tailored to each client's evolving goals.

Prior to joining Wedbush, the team built a successful practice at UBS Financial Services, where they advised clients across a broad range of financial and investment needs.

"As our practice has grown, finding the right long-term partner became increasingly important," said Carlson. "Wedbush offers the scale, resources, and entrepreneurial mindset that allow us to continue delivering customised advice while preserving the personal experience our clients value."

Herron noted, "Wedbush shares our commitment to thoughtful advice, long-term partnerships, and individualised service. We are excited to continue growing our practice while maintaining the personal experience our clients value."

"Joining the firm allows us to continue delivering the high level of personalised guidance and support our clients have come to expect while benefiting from a platform that values collaboration and dedication,” shared Blair.

“Redstone Wealth Management Group is one of the most respected advisory teams in the region, with a long track record of helping clients achieve their financial goals," said Joel Funderburk, Senior Vice President and Market Manager. "We're proud to welcome them to Wedbush as we continue to expand our presence across the Southeast."

"The Redstone Wealth Management Group exemplifies the type of advisor team we are committed to attracting at Wedbush," said Chris Mone, Executive Vice President and Head of Wealth Management. "They have built an outstanding reputation based on trust, personalised advice, and lasting client relationships. We are proud to welcome James, Kevin, Patty, and Sherry as we continue expanding our platform and presence throughout key growth markets across the country.”

 Re-disseminated by Wealth and Society