We want to say welcome to our newest team member, Bryan Newton. As a Private Wealth Associate, Bryan supports the lead advisors with designing comprehensive financial plans for individuals and families, participating in client meetings, performing client services, and regularly reviewing clients’ portfolios. 

Bryan has been in the financial/investment industry since 2014. Bryan started his career as an Agent with Mutual of Omaha and a Financial Services Representative with New York Life. During this time, he worked with clients and their families on their insurance and retirement income planning needs. Starting in 2017, Bryan transitioned to the commercial real estate industry with RealtyLink where he was an Investor Relations Manager and Property Manager. As an Investor Relations Manager, he worked closely with individuals and institutions across the country that were seeking commercial real estate investment opportunities that matched their investment criteria. 

Bryan graduated from Lander University in 2010 where he majored in Business Administration (Accounting Emphasis) and was a member of the Men’s Golf Team. He met his wife, Rachel, at Lander, and they now live in the Five Forks area of Simpsonville, SC, with their two sons, Wells and Wyatt. Bryan enjoys playing competitive golf, swimming, and coaching the Masters Swim program at the Caine Halter Family YMCA.

Licenses and Degrees:

  • Registered Representative of Cambridge Investment Research, Inc. (Series 7)
  • Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. (Series 66)