Timothy R. Newman
- CFP
- Senior Vice President - Investments
Focus
As a Financial Advisor with Wells Fargo Advisors, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive f inancial advice and portfolio management - delivered with the highest level of personal service and professional integrity.
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Background and Experience
I began my career as a Private Client Banker with JPMorgan Chase Bank in New Jersey, where I developed my fundamental investment knowledge. I joined Wells Fargo Advisors in 2018, to provide personalized financial advice for individuals and families. In 2020, I earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College For Financial Planning. For this designation, I completed approved educational programs, passed a rigorous examination, and met stringent experience requirements. I earned my bachelor’s degree from Monmouth University in West Long Branch, NJ. I strive to create a comfortable environment in which my clients can prepare for significant life events. With the resources of a premier financial institution, I work to create holistic plans for my clients. My mission is to navigate the journey alongside my clients and keep them engaged in their financial progress.
Away from the office
I spend my free time with my wife, Sabrina, and our daughters, Aubree and Amelia. We like to spend time as a family taking regular trips to the Camden Aquarium, Cape May Zoo, and going to local dog parks with our miniature poodle, Cobee. I am actively involved in the community and volunteer and support the Red Cross and the Ronald McDonald House.
California Insurance License 4108890, Resident State New Jersey
As a Financial Advisor with Wells Fargo Advisors, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive f inancial advice and portfolio management - delivered with the highest level of personal service and professional integrity.
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Background and Experience
I began my career as a Private Client Banker with JPMorgan Chase Bank in New Jersey, where I developed my fundamental investment knowledge. I joined Wells Fargo Advisors in 2018, to provide personalized financial advice for individuals and families. In 2020, I earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College For Financial Planning. For this designation, I completed approved educational programs, passed a rigorous examination, and met stringent experience requirements. I earned my bachelor’s degree from Monmouth University in West Long Branch, NJ. I strive to create a comfortable environment in which my clients can prepare for significant life events. With the resources of a premier financial institution, I work to create holistic plans for my clients. My mission is to navigate the journey alongside my clients and keep them engaged in their financial progress.
Away from the office
I spend my free time with my wife, Sabrina, and our daughters, Aubree and Amelia. We like to spend time as a family taking regular trips to the Camden Aquarium, Cape May Zoo, and going to local dog parks with our miniature poodle, Cobee. I am actively involved in the community and volunteer and support the Red Cross and the Ronald McDonald House.
California Insurance License 4108890, Resident State New Jersey