NewEdge Advisors South Atlantic Partners
Experienced Advice. Personalized Service.
NewEdge Advisors South Atlantic Partners brings together a group of experienced financial professionals who have collectively served the Sandhills and surrounding areas for several decades.
Services
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. It’s all part of our commitment to helping clients seamlessly manage their financial lives. Our clients recognize the value in having a long-term financial plan and well-reasoned advice and guidance for every financial matter in their lives at every step along the way.
Investment Management
Retirement Planning
Estate Planning
Risk Management
Business Owner Services
Service is Our Priority
We provide personalized financial planning customized to the lifestyle of each client by centering our guidance on their needs and priorities. We get to know each client and understand what is important to them, how far they have come on their financial journey, and where they want to go. We help our clients find financial independence on their own terms.
Our Team
Our team provides financial guidance, consulting, and planning for a wide variety of individuals and their families. With a deep history of servicing the communities that we call home, we have guided clients, many of whom are friends and neighbors, through virtually every market condition and economic scenario. We are a hands-on team that takes pride in the quality of our customer service. Learn more about how we can help with your financial needs.
Chip Hasty, CFP®
Mary Zastrow, ChFC®
Teresa White, AAMS®, FPQP®
Business Support
Ryan Geschke, MBA
Managing Director, Investments & Trading
Erin Corbett
Chief Operating Officer
Will Brand, CRCP®
Chief Compliance Officer
Lauren Lehman, CFA, CFP®
Director of Portfolio Management
Jenny Kurz
Director of Marketing
Zach Clemons
Senior Manager, Advisor Advocate
A Commitment to Excellence
As a division of NewEdge Advisors, we are supported by vast resources to deliver comprehensive, high-touch service and solutions to clients. We go above and beyond to serve our clients and share an unwavering commitment to four fundamental pillars of service.
Fiduciary Commitment
We put our clients first, always.
Planning-Centric Approach
We focus on holistic wealth management for comprehensive financial success.
Strategic Client Engagement
We offer targeted expertise aligned with the unique needs of clients.
Collaborative Excellence
We leverage strong, dedicated support teams to deliver superior service.
Latest News & Events
NewEdge Capital Group Lands No. 5 Spot on Barron’s Top 100 RIA Firms List
NewEdge Capital Group has ranked No. 5 on Barron’s Top 100 RIAs Firms list, an eight spot jump in its third year of eligibility.
What RIAs Can Learn From Legendary Football Coach Nick Saban
Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s.
NewEdge Advisors Earns Multiple Finalist Spots for Wealthies Awards
We are honored that several members of the NewEdge Advisors family have been recognized in the 2024 WealthManagement.com Wealthies awards!
Get in Touch
Don’t hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Contact
o: (910) 691-6100
f: (844) 845-5967