John Newell Email & Phone Number
Vice President and Investment Advisor Representative @ Talon Wealth Management
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John Newell Location
- St. Augustine, FL, US
John Newell Work
- 2013 - now Vice President and Investment Advisor Representative @
- 2013 - 2013 Financial Services @ Newell Financial Group
- 2011 - 2012 Finanical Services Representative @
- 2009 - 2011 Portfolio Manager @ Heritage Bank of North Florida
- 2008 - 2010 Commerical Lender @ Ameris Bank
- 2004 - 2008 Commerical Underwriter @ First National of Orange Park
John Newell Education
- Louisiana State University 2003 - 2005
- Auburn University 1995 - 2000
John Newell Skills
- Retirement Planning
- Insurance
- Banking
- Financial Analysis
- Strategic Financial Planning
- Disability Insurance
- Loans
- Retirement
- Fixed Annuities
- Employee Benefits
- Portfolio Management
- Mutual Funds
- Underwriting
- Life Insurance
- Estate Planning
- 401k
- IRAs
- Finance
- Financial Services
- Platform
- Unbiased
John Newell Summary
- John Newell, based in St. Augustine, FL, US, is currently a Vice President and Investment Advisor Representative at Talon Wealth Management. John Newell brings experience from previous roles at Newell Financial Group, Massachusetts Mutual, Heritage Bank of North Florida and Ameris Bank. John Newell holds a 2003 - 2005 Louisiana State University. With a robust skill set that includes Retirement Planning, Insurance, Banking, Financial Analysis, Strategic Financial Planning and more. John Newell has 2 emails and 2 mobile phone numbers on RocketReach.
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