Patrick Newton
- Role
- Financial Advisor at Highpoint Advisors, Llc
- Location
- East Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Patrick Newton
How Would You Describe Your Approach To Financial Planning? In three words: Trust…
Experience
Financial Advisor
Jan 2013 — Present
General Territory Includes Rochester / Syracuse / Watertown areas:>Education Market: Retirement Benefits, 403b Provider (able to represent several companies on each school district provider list). Primary 403b School Districts: Syracuse City School District, Liverpool Central School District, Solvay Union Free School District, Webster Central School District. I can represent any teacher in NYS and work with their school district. The districts listed above are where I am specifically assigned to assist their teachers.>Employee benefits provider (Retirement Plans; Supplemental Insurance; Health Insurance; and Group Life, Disability, Long Term Care Insurance)>Individual Insurance (Life, Disability, Long Term Care)>Portfolio Allocations and Management
Skills
- Life Insurance
- Strategic Planning
- Fixed Annuities
- Strategic Financial Planning
- Entrepreneurship
- Health Insurance
- Training
- Securities
- 401k
- Sales Operations
- Leadership Development
- 403b Preferred Provider
- Employee Benefits
- New Business Development
- Investments
- Disability Insurance
- Sales
- 401k Rollovers
- Coaching
- Retirement
- Management
- Finance
- Public Speaking
- Small Business
- Team Building
- Finra
- Series 7
- Customer Service
- Social Networking
- Social Media
- Variable Annuities
- Leadership
- Start-Ups
- Long Term Care Insurance
- Portfolio Management
- Series 6
- Nea Retirement Planner
- Insurance
- Sales Management
- Retirement Planning
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