President
Current
Apr 2009 - Present
AeroLeads people directory · profile
Kelly Newell Email & Phone Number
President at Newell Wealth Management
at
Newell Wealth Management
1 work email found
@newellwealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President at Newell Wealth Management
Location
San Diego County, California, United States
Who is Kelly Newell? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kelly Newell is listed as President at Newell Wealth Management at Newell Wealth Management, based in San Diego County, California, United States. AeroLeads shows a work email signal at newellwealth.com and a matched LinkedIn profile for Kelly Newell.
Kelly Newell previously worked as President at Newell Wealth Management and Vice President at Merrill Lynch. Kelly Newell holds Bachelor Of Arts - Ba from San Diego State University.
Company email context
Email format at Newell Wealth Management
This section adds company-level context without repeating Kelly Newell's masked contact details.
{first}.{last}@newellwealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Kelly Newell. Compare company email patterns before reaching out.
Profile bio
About Kelly Newell
Advice | Investments Founded in 2009 with the goal of providing objective advice and guidance, it was our primary objective to recognize the most important partner - THE CLIENT. The firm is the continuation of the successful wealth management careers of four former Merrill Lynch colleagues: Kelly Newell, Zachary Fielder, James Finley and Rayna Gomes Jones. We are an independent family office. And because we offer no proprietary investment products and have no investment banking operations, our recommendations are GOAL FOCUSED and objective. Simply put, the interests of our clients come first.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPCFor hyperlinks for FINRA/SIPC, please refer to the ‘See contact info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. States in which I am/we are registered to do business: AZ, CA, CO, FL, ID, IL, LA, MD, MO, MT, NC, OH, OR, PA, TX, WA
Listed skills include Financial Planning, Investment Management, College Education Planning, Retirement Planning, and 5 others.
Current workplace
Kelly Newell's current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles
Kelly Newell work experience
A career timeline built from the work history available for this profile.
Vice President
Jan 1997 - Apr 2009
1 education record
Kelly Newell education
FAQ
Frequently asked questions about Kelly Newell
Quick answers generated from the profile data available on this page.
What company does Kelly Newell work for?
Kelly Newell works for Newell Wealth Management.
What is Kelly Newell's role at Newell Wealth Management?
Kelly Newell is listed as President at Newell Wealth Management at Newell Wealth Management.
What is Kelly Newell's email address?
AeroLeads has found 1 work email signal at @newellwealth.com for Kelly Newell at Newell Wealth Management.
Where is Kelly Newell based?
Kelly Newell is based in San Diego County, California, United States while working with Newell Wealth Management.
What companies has Kelly Newell worked for?
Kelly Newell has worked for Newell Wealth Management and Merrill Lynch.
How can I contact Kelly Newell?
You can use AeroLeads to view verified contact signals for Kelly Newell at Newell Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Kelly Newell attend?
Kelly Newell holds Bachelor Of Arts - Ba from San Diego State University.
What skills is Kelly Newell known for?
Kelly Newell is listed with skills including Financial Planning, Investment Management, College Education Planning, Retirement Planning, 401 Retirement Savings Plans, Tax Efficiency, Risk Management, and Liability Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Kelly Newell you were looking for.
View similar profiles
