Alan Newman, Cwa® Email & Phone Number

In my nearly 4 decades at Hilliard Lyons, I’ve worn many hats. Today, as Executive Vice President and Director or Private Client Group, my full time attention is devoted to designing and executing a growth strategy that showcases Hilliard Lyons as THE destination of choice for clients who value holistic advice and for an amazingly talented group of Professionals who are dedicated to delivering comprehensive wealth management services to Clients who need and value professional advise and to career long learning. Despite the fact that it appears that I eat, breathe and sleep my career, this vital and fulfilling aspect of my life is easily overshadowed by my first love, my family. My college sweetheart, Sandy, and I still celebrate finding one another 49 years ago as freshmen at Indiana University and revel in our family. Our oldest, Brian, an architect and campus planner at Washington University and his wife, Beth (speech pathologist) have additionally enriched our lives with our 1st two grandsons. Our baby, Emily, Interim Director of the Mayor's Office of Operations for NYC, and husband, Thaddeus (attorney, Director of Housing Recovery for NYC) presented us with our first granddaughter nearly a year ago. I hit it out of the park with priority #1 which makes my much loved career at Hilliard Lyons, incredible icing on a fabulous cake! When I’m not working or experiencing the joys of family time, I can probably be tracked down in the Rocky Mountains on skis or a snowboard or on a golf course depending on the season.Please contact me at anewman@hilliard.com or 812-426-1481 if you could benefit from and are serious about professional advice.

Listed skills include Wealth Management, Strategic Planning, Financial Planning, and Leadership.

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  Executive Vice President, Director, Private Wealth

  Hilliard Lyons

  1980 - Present - Louisville, Ky

  In 1980, I joined Hilliard Lyons as a Financial Consultant and have served as Complex Manager since 1989. In 2018, Hilliard Lyons is celebrating its 164st anniversary! We serve clients all around the country through our branch network (72 offices) located in 12 states. For the majority of this last quarter century, I have been privileged to lead the Evansville Complex (Evansville, Ind.; Princeton, Ind.; and Marion, Ill), where professionals in that complex alone collectively had more than 500 years of experience staying abreast of and serving the varied and complex needs of our Clients and friends. Today, I wear a corporate hat as Executive Vice President and Director of our Private Wealth department.True Wealth Management is comprehensive and customized, inasmuch as each of our Clients'​ economic and life situations are unique. This is top of mind when we are engaged to provide financial planning and related advice. We believe personalized service is essential in matching our client’s objectives with customized financial tools and services. Accordingly, whether you are contemplating a vacation home, funding children’s or grandchildren's educations, retirement, a business succession plan or even legacy planning, your plan must reflect your individual situation. In our world, this ongoing process generally demands guidance born of a long-term, caring relationship with a competent and trusted Hilliard Lyons professional.