Matthew Newman
Financial Advisor
- Role
- Financial Advisor at Voya Financial Advisors at Voya Financial
- Location
- Madison, MS, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor at Voya Financial Advisors
May 2024 — Present · Madison, MS, US
Matt Newman is an Investment Advisor Representative with Voya Financial Advisors, Inc, the broker-dealer of Voya Financial® with 15 years of experience in the financial services industry, Matt is focused on retirement income, estate planning, wealth management, retirement planning, and college savings. Matt currently holds FINRA Series 6, 63, 65, Life insurance, variable annuity license. He can be reached at m••••••••@voyafa.com, 60••••••73.Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc.(member SIPC)
Education
The University of Alabama
Bachelor of Science (B.S.), Marketing
2001 — 2007
Skills
- Sep Ira
- Series 63
- Retirement Benefits
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Marketing Strategy
- Product Marketing
- Long Term Care Insurance
- Innovation
- Financial Advisory
- Roth Ira
- Simple Ira
- Marketing Management
- Series 7
- Iras
- Strategic Financial Planning
- Retirement Planning
- Series 6
- Insurance
- Business Strategy
- Disability Insurance
- 401k Rollovers
- 401k
- Financial Services
- Life Insurance
- Variable Annuities
- College Savings Plans
- Tax-Advantaged Investment Strategies
- Qualified Retirement Plans
- Creative Solutions
- Life & Health Insurance Licenses
- Wealth Management
- Relationship Management
- Marketing Research
- Municipal Bonds
- Logistics
- 403 B
- Series 65
- Managed Money
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