Richard Ina

Richard Ina is a Partner at NewEdge Wealth, based in Franklin, TN, where he brings over three decades of experience in financial services to the firm. He specializes in comprehensive wealth planning and money management for executives, business owners, entrepreneurs, and high net worth individuals, with a distinct focus on pre-sale planning and advising clients through complex liquidity events. His practice often encompasses pension and endowment plan oversight as well as individualized strategies for clients with substantial assets, particularly in the private business and entrepreneurial sectors.

Prior to joining NewEdge Wealth in June 2023, Richard Ina spent 14 years as Managing Director–Wealth Management and Senior Portfolio Manager at UBS, overseeing $500 million in client assets. Earlier, he served as Senior Vice President–Wealth Management at Smith Barney/Merrill Lynch and Wells Fargo for over two decades. Richard began his investment career auditing pension and endowment plans at Deloitte and Touche, later relocating his practice to San Diego and then to Tennessee, establishing a reputation for guiding clients through multi-generational wealth management and significant business transitions.

Richard holds a B.S.B.A. in Accounting from John Carroll University and credentials as an Accredited Asset Management Specialist® and Certified Financial Manager from the College for Financial Planning. He is regularly recognized among Forbes Best-In-State Wealth Advisors (2020–2023) and has contributed to shaping the industry as a member of the UBS FA Advisory Council, representing 7,000 advisors in the US. Richard actively leads a quarterly CEO Roundtable for local entrepreneurs and holds board positions with regional non-profits, illustrating his commitment to both industry and community leadership.