Samuel Caleb Newton, Cfp® Email and Phone Number
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Samuel Caleb Newton, Cfp® personal email
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I really enjoyed financial and retirement planning while I was with Triangle Financial Advisors working as a paraplanner. I have been series 6,7,& 63 FINRA licensed and I continue to maintain the CERTIFIED FINANCIAL PLANNER™ designation along with NC Life and Health Licenses. My intent is to return to the financial planning field, but for the here and now, my father has Parkinson's Disease and I am his primary caregiver. He continues to work and I told him as long as he had the will and desire, I would find a way to make it happen - hence the hodge-podge of different jobs fitting around him working the livestock auctions on Mondays.In addition to thanking Lorraine D. Johonson CFP® CFA® ADPA for the privilege I had working with Triangle Financial Advisors, I have to thank Brandon & Stacy Patrick the owners of NC Marine and Your Mobile Technician respectively. Never would I have dreamed that there would be so much about running a business and the challenges that small business owners face. First hand I have seen what a step it is going from one or two employees to 13 and along with that comes learning about: Sales & Use Taxes, Workers Compensation and Annual Audits, Payroll, Human Resources, and Accounting. Theses experiences have been invaluable for understanding what small business owners face ad how many hats they have to wear.Working with Talbert Building Supply has given me a different perspective of the business world as well. I began as a CDL truck driver and have since transitioned into a inventory specialist role. While I do miss being on the road, having the opportunity to work directly with the Roxboro Store Manager and both their Shipping Manager and Yard Managers.Finally we come to AAA and my Light Service Technician role with the Auto Club Group and before the buyout AAA Carolina's. I have always enjoyed helping people and in that way it is a lot like financial planning. I have always prided myself on both competency and my customer service and I think my track record of going over a year with perfect customer satisfaction scores -speaks for itself. As far as battery sales goes I take the consultative sales approach, by educating the member, going over their options, and then letting them make an informed decision that fits their current circumstances and needs. I carry more tools than my peers and because of this am able to overcome most challenges out in the field. My Automotive Systems Technology educational background also certainly doesn't hurt as well.Whats out there and what the future holds - I can't wait to see...
Talbert Building Supply
View- Website:
- talbertbuildingsupply.com
- Employees:
- 104
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Cdl Class A Truck DriverTalbert Building SupplyHurdle Mills, Nc, Us -
Inventory SpecialistTalbert Building Supply May 2023 - PresentRoxboro, Nc, Us -
Cdl Class A Truck DriverTalbert Building Supply Sep 2021 - Jun 2023Roxboro, Nc, Us -
Office AdministratorYour Mobile Technician & Nc Marine Jun 2018 - Presenthttp://yourmobiletechnician.com/https://www.facebook.com/YMTLLC/
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Farmer / OwnerNewton Agriculture Jun 2011 - PresentGrowing: Wheat, Barley, Corn, & Crimson Clover for hayWhat can I say... “I believe in the future of Agriculture”
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Mechanic, Truck Driver, OwnerNewton Transportation Services Jan 2008 - PresentProviding maintenance, repair, and transport servicesExperienced in hauling livestock
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Emergency Roadside TechnicianAaa-The Auto Club Group Jan 2018 - Aug 2023Dearborn, Mi, UsI providied outstanding customer service to the AAA Carolina's Membership in their time of need as a light service technician team member which is a part of the AAA TowMark division. In light service I provided: mobile battery tests & installations, jump starts, lockout, tire changes, and fuel deliveries in a courteous and efficient manor getting our customers back to their daily lives as quickly as possible. My customer satisfaction scores were perfect for over a year straight. -
ParaplannerTriangle Financial Advisors Llc May 2013 - Oct 2017I began with Triangle Financial Advisors as an intern and progressed to a fully licensed registered assistant; obtaining the Series 6, 63, 7 securities licenses, and Certified Financial Planner™ designation. My primary role as a Paraplanner was using the E Money Pro financial planning software suite to create complex financial plans for our clients, by working closely with the clients during the financial planning process. Upon the completion of the planning engagement I worked with clients in establishing and maintaining outside connections as we maintained their personal financial websites. I am truly thankful for the opportunity Lorraine D. Johnson gave me and could not have asked for a better client base to serve.
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Automotive & Maintenance TechnicianEnterprise Rent-A-Car Nov 2009 - Mar 2014St. Louis, Mo, UsI was responsible for maintenance of the Enterprise, National, and Alamo rental fleet at the RDU Airport on the weekends. My duties outside of direct vehicle repair included: checking in and inspecting new vehicles for damage while being delivered by truck drivers for the transport companies (car carriers), installing the newly delivered vehicles into the ERAC computer system (so the vehicle registration process could begin), vehicle in-fleeting along with preforming manufacture (GM, Ford, Chrysler) pre-delivery inspections, and completing NC Safety Inspections. Since there was not a manager on duty for the maintenance department over the weekends; I was the defacto “Go To Guy” for the rental branch managers on duty and the less experienced members of the maintenance team. I’m proud to say that I had excellent working relationships with the rental management and customer service teams that I worked with and also had the privilege to train several new team members.As an “A “tech I prepared vehicles that would be sold at the Enterprise Car Sales Raleigh location by: preforming the 109 point inspections, creating estimates for repairs, preforming approved, warranty, and recall repairs along with completing a North Carolina State Emission Inspection (OBD II). -
ParaplannerCarter Leinster & Associates, Llc Jan 2012 - May 2013ParaplannerTriangle Financial Advisors split off from Carter Leinster & Associates
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InternCarter Leinster & Associates, Llc Jan 2011 - Dec 2011Internship for 2011When I began working for Triangle Financial Advisors as an intern, we were a part of Carter Leinster & Asscoiates.
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Rollback DriverDave'S Tow-Away, Inc. Jul 2006 - Aug 2006Provided outstanding customer service while serving the needs of the client regardless of the service preformed. Services include: towing, tire changes, jump starts, and lockouts.I drove a Chevy 5500 & Ford F-650 Rollback.
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Diesel Truck TechnicianUniversity Ford Inc. Oct 2000 - Jun 2006Repaired Ford 7.3L & 6.0L Power Stroke Diesel trucks and vans in the Truck Shop under the direction of th Truck Shop Foreman Joe Mangum
Samuel Caleb Newton, Cfp® Skills
Samuel Caleb Newton, Cfp® Education Details
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North Carolina State UniversityCertified Financial Planner (Tm) Program -
North Carolina State University - College Of ManagementEconomics -
Piedmont Community CollegeA.S. & A.A -
Guilford Technical Community CollegeAutomotive Systems Technology
Frequently Asked Questions about Samuel Caleb Newton, Cfp®
What company does Samuel Caleb Newton, Cfp® work for?
Samuel Caleb Newton, Cfp® works for Talbert Building Supply
What is Samuel Caleb Newton, Cfp®'s role at the current company?
Samuel Caleb Newton, Cfp®'s current role is CDL Class A Truck Driver.
What is Samuel Caleb Newton, Cfp®'s email address?
Samuel Caleb Newton, Cfp®'s email address is sn****@****ply.com
What is Samuel Caleb Newton, Cfp®'s direct phone number?
Samuel Caleb Newton, Cfp®'s direct phone number is +133659*****
What schools did Samuel Caleb Newton, Cfp® attend?
Samuel Caleb Newton, Cfp® attended North Carolina State University, North Carolina State University - College Of Management, Piedmont Community College, Guilford Technical Community College.
What skills is Samuel Caleb Newton, Cfp® known for?
Samuel Caleb Newton, Cfp® has skills like Retirement Planning, Automotive, Financial Advisory, Budgets, Cash Flow, Maintenance And Repair, Customer Service, Asset Allocation, Team Building, Teamwork, Insurance, Customer Satisfaction.
Who are Samuel Caleb Newton, Cfp®'s colleagues?
Samuel Caleb Newton, Cfp®'s colleagues are Judy Long, Linda Oliver, Tj Sonafrank, Derek Thornton, Kelly Gordon, David Mccord, Joey Goss.
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