Sam Needham, joins growing RIA firm as newest Partner & Wealth Advisor

NASHVILLE, TN (April 13, 2023) – Constellation Wealth Advisors (“Constellation”), a Cincinnati-based full service private wealth management firm focused on serving the needs of ultra-affluent clients, today announced the growth of its Nashville, Tennessee team with the addition of the firm’s newest Partner & Wealth Advisor, Sam Needham.  

Needham brings 10 years of experience servicing the complex wealth management needs of high and ultra-high net-worth individuals and families.  Most recently, he served as Vice President with J.P. Morgan’s Private Bank in Nashville, where he provided investment and wealth management advice to first generation and multi-generational families.  Prior to J.P. Morgan, Needham began his career at Goldman Sachs as an Analyst and was later promoted to an Associate, working with two of the fastest growing Private Wealth Management teams in the southeast region. His responsibilities included portfolio management, market research, and business development.

“We are thrilled to welcome Sam to the Constellation team,” says John Williams, Managing Partner and Co-Founder of Constellation.  “His experience, personality, and inherent alignment with our unique investment philosophy and approach to wealth advisory make him a natural fit. We’re excited to expand our ability to serve the needs of Nashville families with the addition of Sam.”

Constellation is well known for its disruption of the traditional wealth management business model through its unique investment approach, advanced planning capabilities, and family-office style client experience. Says Needham, “I have exceptionally high standards for the level of service and advice my clients receive. Constellation has proven that they align with those standards and have created a culture where the client undeniably comes first.”

Needham will be joining the team started by Brad Bowlin, who was announced as Constellation’s Nashville Market Leader in 2022.  Together, Bowlin and Needham will focus on the delivery and expansion of the firm’s unique wealth management approach (dubbed “The Constellation Way”) to the City’s business owners, executives, and families with legacy wealth.

Says Bowlin, “Delivering ‘The Constellation Way’ means providing an authentic, personalized client experience.  In leveraging our points of differentiation – Family Office Advantage, Advanced Planning Ingenuity, and Unique Investment Platform – clients gain a true understanding of what they need and deserve in a Wealth Manager but can only be found with Constellation.”

In May, Constellation will solidify its brick-and-mortar presence in Nashville when it moves into its new office located at 1431 Perrone Way in Franklin, Tennessee.

About Constellation Wealth Advisors

Established in 2009, Constellation Wealth Advisors (Constellation”) is an independently owned wealth advisory firm headquartered in Cincinnati, Ohio, and with an emerging presence in Nashville, Tennessee, serving families and individuals through trusted, innovative, and fiduciary-minded Advisor-Partners. The firm currently advises more than $3 billion in assets under management and has over 30 employees.  

Constellation Wealth Advisors prides itself on being way more than a wealth management firm.  It is disrupting the traditional business model and culture of the wealth management industry through its consistent delivery of a boutique client experience.  The firm offers low client-to-advisor ratio; clarity through customized reporting; and consistent, regular, authentic communication.  With Constellation, clients experience real, honest human relationships, thereby having complete confidence in knowing that someone is at the helm of their financial intentions.

To learn more about Constellation Wealth Advisors services and capabilities visit https://www.constellation-wealth.com.