Meet Our Team

The Newman Investment Group of Wells Fargo Advisors was assembled around a common focus - that in providing clients with personalized investment guidance, we share in their success as well as ours.

Clients of the Newman Investment Group of Wells Fargo Advisors can benefit from the resources of a team of professionals who provide efficient, knowledgeable, and friendly service. Each team member has a defined role based on his or her strengths, which together can effectively support clients' needs. Our team approach often includes the participation of other key professionals, like your CPA and attorney, working in concert toward your goals.
Jeffrey Newman

Jeffrey Newman

    • Managing Director - Investments
    • Private Wealth Financial Advisor
    Noelle Newman

    Noelle Newman

      • Senior Vice President - Investments
      • Financial Advisor
      Alex Newman

      Alex Newman

        • Financial Advisor
        Susan Lynch, CFP®

        Susan Lynch, CFP®

          • Senior Registered Client Associate
          Cathy Carlone

          Cathy Carlone

            • Senior Registered Client Associate
            Leigh Jeter Stanford

            Leigh Jeter Stanford

              • Senior Registered Client Associate
              Kelly Le

              Kelly Le

                • Registered Client Associate

                Investment and Insurance Products are:

                • Not Insured by the FDIC or Any Federal Government Agency
                • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
                • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

                This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, FL, GA, ID, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

                For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

                Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

                Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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