Tim Krueger

Tim Krueger, Co-Founder and Partner at Krueger, Fosdyck, Brown, McCall & Associates, shares insights from leading a $1.4B Merrill team through a bold transition to independence. He discusses the importance of succession planning beyond just growth, emphasizing client protection and cultural preservation. Tim reveals why he chose NewEdge Advisors for a balanced mix of autonomy and support while ensuring a runway for the next generation. He reflects on the common fears that hold advisors back from leaving wirehouses, urging them to consider their legacy.