Andrew Newman is Vice President at Newman Wealth Management Advisors. Specializing in analyzing and customizing portfolios, Andrew carefully integrates clients’ goals, objectives, time horizons, risk levels and liquidity needs into their financial plans.
After earning a Bachelor degree in Communications with a Minor in Psychology, Andrew worked in the promotional marketing field before working for Barclay Center/Brooklyn Nets for several years. When an opportunity came to embark on a career in finance, he shifted his career path to join forces with his father, Joe Newman, at Harbour Bridge Wealth Management (Wells Fargo Advisors Financial Network). Later Andrew and Joe established Newman Wealth Management Advisors. He holds Series 7, 63 and 65 registrations held through LPL Financial as well as Health, Accidental and Life Insurance licenses.
Known for his outstanding work ethic and broad knowledge base, Andrew is always ready to go the extra mile to help clients. Developing meaningful relationships is the most satisfying aspect of his work. He enjoys sharing advice that provides clients opportunities aimed at improving their financial situation and develop a deep understanding of their investments. He reaches across generations in establishing investment portfolios for parents and their children, adapting portfolios to reflect the unique needs of each individual.
A New Jersey native, Andrew lives in Caldwell, New Jersey, with his wife, Dory, their two children, Brody and Remy, and their two dogs, Izzy and Dusty. Andrew serves on the CWC Soccer Club board, and he coaches soccer for the club. He regularly plays soccer, softball and golf and enjoys spending time with his family and friends.