Bill Newcomb Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Professional and Principal @ Newcomb Financial Advisors, LLC
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Bill Newcomb Location
- Chapel Hill, NC, US
Bill Newcomb Work
- 2010 -now CERTIFIED FINANCIAL PLANNER™ Professional and Principal @
- 2008 -2010 Financial Consultant @ AXA Advisors, LLC
- 2003 -2008 Clinical Liaison @ Supportive Oncology Services
- 2002 -2003 Director, Business Development @ LifeTree Technologies
- 2000 -2001 Director, Business Development @
- 1995 -2000 Director, Business Development and Project Management @
Bill Newcomb Education
- Duke University
Executive Certificate (Financial Planning)
2008-2008 - UNC Kenan-Flagler Business School
MBA (Finance)
1979-1981 - Albany Law School
JD (Corporate finance and taxation)
1974-1977 - Dartmouth College
AB (Engineering Science)
1970-1974
Bill Newcomb Skills
- Investment Management
- Retirement Planning
- Financial Planners
- Financial Advisory
- Risk Management
- Personal Financial Planning
- Certified Financial Planner
- Education Funding
- College Savings Plans
- 401k Rollovers
- Personal Budgeting
- Debt Elimination
Bill Newcomb Summary
- Bill Newcomb, based in Chapel Hill, NC, US, is currently a CERTIFIED FINANCIAL PLANNER™ Professional and Principal at Newcomb Financial Advisors, LLC (self-employed). Bill Newcomb brings experience from previous roles at AXA Advisors, LLC, Supportive Oncology Services, LifeTree Technologies and PAREXEL. Bill Newcomb holds a 2008 - 2008 Executive Certificate in Financial Planning @ Duke University. With a robust skill set that includes Investment Management, Retirement Planning, Financial Planners, Financial Advisory, Risk Management and more. Bill Newcomb has 2 emails and 2 mobile phone numbers on RocketReach.
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