Jan. 29 at 8:55 PM
NewEdge Advisors has recruited ClearTrust Advisors, a 24-person team managing
$1.4 billion in client assets from Ameriprise, marking a major expansion of its presence in the Nashville market. The ClearTrust team, led by Joe Creecy, Matt Robins, and Nick Stamatis, offers comprehensive financial planning and holistic wealth management services for small business owners, corporate executives, and multigenerational families.
The addition strengthens NewEdge’s advisor-led platform, which oversees more than
$88 billion in client assets and was ranked No. 3 on Barron’s 2025 list of top RIA firms. ClearTrust officially joined NewEdge on January 23, 2026, seeking greater strategic support and flexibility to enhance the client experience while maintaining the values and relationships central to their practice.
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