Biography

Background of Paul L. Newton



Mr. Newton has more than 28 years of experience in financial management . Paul can assist you with the full range of products necessary to implement your financial planning needs, including investments and annuities . His past experience includes working with individuals, families, and employers.  Paul 's expertise is tailored to follow an established, conservative investment strategy designed specifically to meet the client's stated financial goals.



Education



Mr. Newton earned a Bachelor of Arts in Sociology from Stony Brook University in 1971, and a Master's Degree in Finance from Stony Brook University in 1975 .  Mr. Newton has kept his skills sharp by taking many tax and financial courses over the years, and he is currently enrolled in a program leading to the Certified Financial Planner designation.



Designations, Awards & Memberships



  • Member of Financial Planning Association (FPA)
  • Member of National Association of Tax Professionals (NATP)
  • Member of Maryland Society of Accountants (MSA)
  • Chairman's Award - 2007
  • President's Award - 2005
  • Chairman's Award - 2004
  • President's Award - 2003




Philosophy & Objectives



Mr. Newton 's greatest gift is the ability to identify needs and goals and has made it his professional focus to implement the appropriate strategies to help his clients achieve those goals. Paul is dedicated to:



  • Helping clients improve their financial future
  • Helping clients achieve their financial goals through careful, thoughtful and prudent planning
  • Provide personalized service
  • Create Wealth
  • Preserve Capital




Advice is offered only after taking into account the individual circumstances of a client, and that advice may not be limited to investments alone but may include all aspects of a client's financial situation.



Personal



A past president of the Board of Directors for the House of Ruth, a shelter for homeless woman and children, Paul is also active in many church and community services.  Paul operates his business under Christian principles and enjoys doing chuch and community work and spending time with his family.  



Contact



If you would like to contact Mr. Newton, just click the button to view Paul 's phone number, address, and e-mail. He would love to hear your comments.