FUNDRAISING NEWS | September 06, 2024
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.
John Washington is the Data Research Analyst at Dakota.
