2025 State of Advisor Movement

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Andrew Vella, CSRIC Leaves Merrill Lynch to Join NewEdge Advisors in New Orleans

New Orleans, LA – Winthrop & Co. is proud to announce that Andrew Vella, CSRIC has officially joined NewEdge Advisors, an independent platform with securities offered through LPL Financial.

After a successful tenure at Merrill Lynch, Andy made the strategic decision to break away from the wirehouse world and join a firm that reflects where the industry is heading: independence, flexibility, and advisor control.

“Andy recognized that the evolution of wealth management wasn’t going to happen within the traditional wirehouse framework,” said a representative at Winthrop & Co. “Joining NewEdge Advisors positions him to better serve his clients while building the kind of practice that reflects his long-term vision.”

Now based in New Orleans, Andy brings a forward-thinking approach to wealth management—one that prioritizes planning, transparency, and the freedom to tailor solutions to each client’s unique needs.

His decision adds to the growing momentum of experienced wirehouse advisors making the shift to independent platforms that offer more control, deeper resources, and the ability to grow without limitation.

Other Press Releases

Aaron Zauner Joins Caldwell Group, LLC Wealth Management in Brentwood, Tennessee

Boston Based Claro Advisors Welcomes Brandon P. Fink, CFP® to Advisory Team

Christiana Lovelace, AAMS® Leaves Edward Jones To Open Diamond Pointe Financial In Hickory, North Carolina

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2025 State of Advisor Movement

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