Neil Newman

Senior Vice President-Investments at UBS Financial Services Inc.

Neil began his career in one of the equity market’s most tumultuous months on record—and over the past 40 years, he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2009 after 21 years at Smith Barney.

With his clients, Neil emphasizes asset allocation and total portfolio management with a focus on retirement income planning; He also helps them with education funding, structures for charitable giving and estate planning. He holds his Series 7 and 63 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities.

Neil earned his bachelor’s degree in finance from Thomas Jefferson University. He and his wife live in Fort Washington and just welcomed their first grandchild, Skylar.