John Newell

John Newell Email and Phone Number

Regional Vice President at Talon Wealth Management @ Talon Wealth Management
John Newell's Location
St Augustine, Florida, United States, United States
John Newell's Contact Details

John Newell work email

John Newell personal email

n/a

John Newell phone numbers

About John Newell

Thank you for visiting my page on LinkedIn. I am part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from me, or I remove posts because they do not fall within specific guidelines, please do not take it personally. I reserve the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with me.My use of the “like” button is not an endorsement of the organization or individual who posted the content. All content, “likes”, and followers of this page should not be considered as testimonials or advertisements.Investment Advisory Services are offered through Retirement Wealth Advisors, Inc. (RWA). Talon Wealth and RWA are not affiliated.

John Newell's Current Company Details
Talon Wealth Management

Talon Wealth Management

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Regional Vice President at Talon Wealth Management
John Newell Work Experience Details
  • Talon Wealth Management
    Vice President / Investment Advisor Representative
    Talon Wealth Management Nov 2013 - Present
    Our approach to wealth management is grounded in a culture of putting the client first. We operate from an independent platform that allows our advisors to provide objective, unbiased advice, never locking you into proprietary products or services.Our ultimate goal is to enable our clients to live free from financial worry, now and throughout their lives. We communicate with you regularly and approach management of your wealth proactively so that you can relax and feel confident that you’ve taken steps to try and secure your financial future.We care about our clients as people and we pride ourselves on the many close relationships of trust we have earned over the years, many spanning more than a generation.
  • Newell Financial Group
    Financial Services
    Newell Financial Group Jan 2013 - Nov 2013
    I provide total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust servicesI am licensed to sell insurance in: Florida and Alabama.
  • Massachusetts Mutual
    Finanical Services Representative
    Massachusetts Mutual Oct 2011 - Dec 2012
    Springfield, Massachusetts, Us
    Insurance and fixed annuity sales
  • Heritage Bank Of North Florida
    Portfolio Manager
    Heritage Bank Of North Florida 2009 - 2011
  • Ameris Bank
    Commerical Lender
    Ameris Bank 2008 - 2010
  • First National Of Orange Park
    Commerical Underwriter
    First National Of Orange Park 2004 - 2008

John Newell Skills

Retirement Planning Insurance Banking Financial Analysis Strategic Financial Planning Disability Insurance Loans Retirement Fixed Annuities Employee Benefits Portfolio Management Mutual Funds Underwriting Life Insurance Estate Planning 401k Iras Finance Financial Services

John Newell Education Details

  • Auburn University
    Auburn University
    Finance
  • Louisiana State University
    Louisiana State University
    Graduate School Of Banking

Frequently Asked Questions about John Newell

What company does John Newell work for?

John Newell works for Talon Wealth Management

What is John Newell's role at the current company?

John Newell's current role is Regional Vice President at Talon Wealth Management.

What is John Newell's email address?

John Newell's email address is jo****@****nwm.com

What is John Newell's direct phone number?

John Newell's direct phone number is +190485*****

What schools did John Newell attend?

John Newell attended Auburn University, Louisiana State University.

What skills is John Newell known for?

John Newell has skills like Retirement Planning, Insurance, Banking, Financial Analysis, Strategic Financial Planning, Disability Insurance, Loans, Retirement, Fixed Annuities, Employee Benefits, Portfolio Management, Mutual Funds.

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