Newman Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo for Newman Wealth Management
Team photo for Newman Wealth Management

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Advisors

Madison King

CFP®

Financial Advisor

Visit Madison King's website


Team

Tomas Vallecillo

Paraplanner

Mark Scott

Mark Scott

Paraplanner

Personal Intro

In his role, Mark manages our portfolio deliverables for client investment accounts and provides support to the team with investment analysis.

Qualifications

  • Series 7
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Meredith McKeever

Meredith McKeever

Client Service Specialist,

Human Resource Manager of Newman Wealth Management

Personal Intro

In her role, Meredith assists our advisor team to deliver on the commitments we make to clients. In addition, she helps support the firm with budgeting and operational items.

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Michael Reeves

Michael Reeves

Operations Director

Personal Intro

In his role, Michael leads our staff team and looks to ensure an outstanding client experience.

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Ryan Harris

Ryan Harris

Financial Planning Specialist,

Investment Manager

Personal Intro

In his role, Ryan leads our financial planning and advice delivery. He also manages our portfolio deliverables for client investment accounts.

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