Jeffrey Newman

Wealth Advisor

 

Jeff Newman a trusted financial advisor. Areas of concentration include:

  • Financial Planning
  • Investment Management
  • Consulting Executive Only Retirement Plans.

Jeff is passionate about helping families and small business owners define, prioritize, plan and invest for their financial goals.  Whether you envision a life sitting on a porch swing in the country, building a business you’re passionate about, or buying a 2nd home in Telluride, Jeff is passionate about coaching others through the process of achieving the life you want and helping you avoid some pitfalls along the way. 

Jeff was recruited into the financial sector in 2019 as a Financial Advisor at Edward Jones, where he won the Ted Jones Prospecting award as well as the Zeke McIntyre award in 2020 as a result of his hard work serving his clients through an unprecedented time.  Before his career in finance, he spent 5 years serving in music ministry and 5 years helping clients find products that aligned with their needs in a variety of sales positions.  Jeff holds a Series 66 registration, Chartered Retirement Planning CounselorTM designation, and is a licensed insurance agent. 

Jeff and his wife, Emily, have 2 sons and a daughter and no pets, despite both being dog lovers. In his free time, he enjoys playing a few different instruments, being outdoors, watching sports, and spending time with his kids.

 

Ready to take control of your financial future?

Contact us today to learn more about our expert services and to schedule a consultation with one of our experienced staff.

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