Products
Data Sets
Integrations
Services
Todd Newman, a financial advisor, has rejoined Morgan Stanley Wealth Management in Wyomissing, Pennsylvania, after leaving the firm nine years ago for Wells Fargo. Newman had been a bank-based advisor at Wells, specializing in education funding, 529 plans, estate planning, insurance, retirement planning, and individual retirement account strategies.
His first tenure at Morgan Stanley lasted from 2011 to 2015, following a long stint at Wells. Newman began his career in 1992 at SEI Financial Services Co. and had worked at Salomon Smith Barney and Prudential Securities before his time at Wells. Newman brings extensive experience in both wealth management and financial planning services. His expertise spans over 30 years in the industry.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
September 10, 2025 Investor News: Milwaukee ERS Pauses New PE Commitments, and more...
September 10, 2025
August Capital Flows Led by Core Real Estate & AI Infrastructure
September 08, 2025
July 2025 – Healthcare Transactions Remain Strong Across Pharmaceuticals, Biotech, MedTech, Services, and Digital Health
August 26, 2025
July 2025 – Earnings Season Highlights AI Acceleration, Financial Stability, and Resilient Consumer Demand
August 21, 2025
July 2025 – Software & Technology Transactions Remain Strong Across AI, Infrastructure, and Cybersecurity
August 18, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
