Hi, I’m Kyle Newell.
I own Newell Wealth Management and am a fee-only financial advisor located in Winter Garden, FL. I serve clients in the greater Orlando, FL, area in person and across the country virtually.
I have been in financial services for 12+ years working at Merrill Lynch, TIAA, and the Walt Disney Company (through their credit union – Partners) as a financial advisor.
I like to keep things simple, focus on what we can control, and continuously strive to deliver better-than-expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly.
Am I perfect? No. Yet, I will continue giving my best for the clients I serve.
EDUCATION
Masters Degree in Personal Financial Planning from The College for Financial Planning
Bachelors in Physics from the University of Florida
CERTIFCATIONS
CERTIFIED FINANCIAL PLANNERTM pro
Chartered Retirement Planning CounselorSM
FAITH
The most important thing in my life is my relationship with my Lord and Savior, Jesus Christ. My faith as a Christian defines who I am and what I do.
FAMILY
Husband to Brooke
Dad to 2 boys
2 Labradoodles, Tracker and Tucker
FUN
Outside of church and family, I enjoy hanging out with friends, playing the acoustic guitar, playing pickup basketball, watching Gator sports, Disney, hiking, the beach, reading, and a host of other things.
PHYSICS and FOOTBALL
My time at UF was incredibly impactful. Physics helped me learn to think outside the box. Football taught me the importance of striving for excellence.