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ABOUT

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 10+ years working at several Fortune 100 companies 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.