Our Team
“You can design and create, and build the most wonderful place in the world. But it takes people to make the dream a reality.” – Walt Disney
At Newell Wealth Management, we take a team approach. We work together to craft plans, provide advice, and moniter those plans on an ongoing basis.
Jennifer Valley
Executive Assistant
Helps with operational support.
Paperwork, scheduling and information gathering.
Matthew Dowling
Wealth Advisor
Helps with financial planning and investment advice.
Charles Freeman
Investment Analyst
Helps with investment research in backstage role.
CFA Charterholder and over 20 years of experience
