Scott Newson

Investment Advisor Representative, Branch Office Supervisor @Transamerica Financial Advisors, Inc.

Miami, FL, US
MOBILE NUMBERS
+15•••••••34

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WORK HISTORY

Mar 2018 — Present

Investment Advisor Representative, Branch Office Supervisor @Transamerica Financial Advisors, Inc.

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Miami, FL, US

Are you a high income individual or business owner looking to lower your tax bill, and shelter your money from creditors/bankruptcy and market losses? Are you worried about the amount of estate taxes you will have to pay upon your death and are looking for someone who knows how to use life insurance and Trusts to effectively address that need? Are you concerned about retirement planning and knowing how much you can spend? Do you have enough? Will you run out? Scott Newson specializes in tax-efficient investing, retirement and estate planning strategies. As a practicing CPA for 17 years, Scott takes a wholistic approach that prioritizes asset protection, reducing downside market risk, and tax savings. Scott is able to leverage some of the top financial teams and experts in the industry to address even the most complex and advanced scenarios.Scott prides himself in: 1) having the top Fintech tools, systems and software for addressing client needs, and 2) always learning and maintaining an awareness of industry best practices through regular mastermind groups, continuing education and having the ability to leverage some of the smartest experts in the industry. Transamerica Financial Advisors, Inc\'s. financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities for compensation or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc.(TFA), Member FINRA, MSRB, SIPC, and federally Registered Investment Advisor. 34•••22WFGIA Headquarters: 11315 Johns Creek Parkway, Suite 200, Johns Creek, GA 30•••••17. Phone: 77••••••00TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 77••••••71

EDUCATION

2000 — 2004

Florida Atlantic University

B.A., Psychology

2003 — 2005

Florida Atlantic University

B.B.A., Accounting

SKILLS

Financial AnalysisInternal ControlsUs GaapGeneral LedgerFinancial StatementsSarbanes-Oxley ActFinancial ReportingFrenchSec FilingsSpanishInternal AuditBudgetsProperty ManagementAuditingCpaCorporate FinanceExternal AuditBankingAccountingFinancial AccountingGaap

ABOUT SCOTT NEWSON

Are you a high income individual or business owner looking to lower your tax bill, and…

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