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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Associations
- Cedar Crest College Alumnae Association
- Big Brothers & Big Sisters of Monmouth County - Former Trustee
- Big Brothers & Big Sisters of Monmouth County - Community Development Committee
- Jersey Shore Collaborative Law Group - Member
- Monmouth Reform Temple
Former Budget Committee Member - Central Jersey Association of Divorce Financial Planners
President
Services
- 529 Plans
- Asset Management
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Municipal Bonds
- Philanthropic Services
- Private Banking
- Qualified Plans
- Retirement Planning
- Trust Services and Accounting
- Wealth Management
Education and Licensing
- BA - Management Studies/Economics, 1978
Cedar Crest College
Allentown, PA - Financial Planning Specialist
Smith Barney - Series 7 - General Securities License
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Accident & Health Insurance Licensed
- Certified Divorce Financial Analyst (CDFA)
- Chartered Retirement Planning Counselor (CRPC Program)
Honors and Recognition
- President's Council
Smith Barney - 20 Year Loyal Service Award
Smith Barney - Barron's Winner's Circle Conference:
Top Women Advisors Summit (Orlando, FL)
Business Experience
- 1982
- Present: Morgan Stanley Smith Barney
Senior Vice President
Shrewsbury, NJ
Cynthia D. Newman is licensed in the following state(s):
CA, CT, DE, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NM, NV, NY, PA, SC, VA, WI
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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