Bryan Newton
Private Wealth Associate
- Role
- Private Wealth Associate at Muncaster Financial Group
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bryan Newton
As a Private Wealth Associate, I support the lead advisors with designing comprehensive…
Experience
Private Wealth Associate
Jun 2022 — Present · Greenville, SC, US
Education
Lander University
Bachelor of Business Administration (BBA)
2006 — 2010
Skills
- Life Insurance Strategies
- Lifetime Income Strategies
- Ira Rollovers
- Retirement Planning
- Supplements to Employee Benefits
- Education Funding Strategies
- Relationship Building
- Mutual Funds
- Risk Management
- Asset Protection
- Customer Service
- Financial Goals
- Wealth Transfer
- Investments
- Key Person Insurance
- Iras
- Term Life Insurance
- Critical Illness
- Gifting Strategies
- Strategic Financial Planning
- Charitable Giving
- Legacies
- 401k Rollovers
- Financial Services
- Fixed Annuities
- Estate Planning
- Golf
- Disability Insurance
- Business Succession Planning
- Long-Term Care
- Variable Annuities
- Whole Life
- Wealth Preservation Planning
- Finance
- Employee Benefits
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