Justin Newman Bio Image

Justin Newman

Client Services Director

Justin works with every member of our team to help ensure an efficient workplace and a quality client experience.

He assists our branch operations manager and compliance manager with branch-related projects and oversight. He talks with clients and relays essential information to your advisors. He assists with our marketing efforts and arranges our seminars. And he conducts retirement planning and market research.

“I believe that my positivity is what sets me apart,” he says. “Also, my commitment to follow up with our clients and team. If I say I’m going to do something, you can rest assured that I’ll get it done.”

His dedication and focus to serving our clients is of utmost importance to him. “I want each person I assist to know I have his or her best interest in mind with each interaction,” says Justin. “I put myself in the client’s shoes to ensure I am providing the service and professionalism each one deserves.”

Justin joined our team in March 2018. Previously, he worked at SunTrust Investment Services in Nashville, where he was a senior investment associate, registered investment associate, senior personal banker and an onboarding and transition specialist for financial advisors.

He earned a bachelor’s degree in business administration from Mississippi College and a master’s degree in business administration from Delta State University. He holds Series 7, 66, 24 securities licenses and life and health insurance licenses.

Justin was born and raised in Kosciusko, Mississippi, and lives in downtown Nashville. In his free time, he enjoys tennis, travel (he has been to every state except Alaska) and attending concerts of all genres, preferably at smaller, more intimate venues.