John Newell Email & Phone Number
Sr. Vice President and Investment Advisor Representative @ Talon Wealth Management
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John Newell Location
- St. Augustine, FL, US
John Newell Work
- Sr. Vice President and Investment Advisor Representative @ (November 2013 - Present)
- Financial Services @ Newell Financial Group (January 2013 - November 2013)
- Finanical Services Representative @ (October 2011 - December 2012)
- Portfolio Manager @ Heritage Bank of North Florida (January 2009 - January 2011)
- Commerical Lender @ Ameris Bank (January 2008 - January 2010)
- Commerical Underwriter @ First National of Orange Park (January 2004 - January 2008)
John Newell Education
- Louisiana State University
Graduate School of Banking
2003-2005 - Auburn University
BS (Finance)
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 Sr. 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 Graduate School of Banking @ 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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Top Talon Wealth Management Employees
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St. Augustine, FL, US
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Omaha, NE, US
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Orlando, FL, US
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