About Cynthia D. Newman & Morgan Newman, Senior VP – Wealth Management & Financial Advisor, The Newman Group at Morgan Stanley
At the heart of what we do, we help our clients make smart decisions with their money, from college expenses for their children to retiring with sufficient personal income. As a mother – daughter team, Cindy and Morgan are positioned to help provide clients with continuity through working with successive generations and to better identify with our clients values. We practice problem solving over product pushing; our communication with clients is service or education based. By knowing what is important to you and by leveraging Morgan Stanley’s resources, we work with our clients to help maximize their ability to earn, save, and preserve their wealth for current and future generations.
Cindy has been a Financial Advisor with Morgan Stanley since 1982 focusing on financial planning for corporations and individual investors. Cindy began her career on Wall Street in 1978 with Oppenheimer & Company. As a Senior Vice President of Wealth Management, Cindy helps advise corporations in establishing and maintaining retirement plans. Additionally, Cindy has focused her business on helping to empower women to achieve their financial independence. Cindy served on the Monmouth University Planned Giving Council Advisory Board and was a Trustee of Big Brothers Big Sisters of Monmouth County where she currently serves on the Community Development Committee. Cindy is a guest instructor for PACE, a nonprofit program that seeks to educate high school aged minority students in Science and Math. She also serves as a mentor in the college bound program for the Monmouth County Boys & Girls Club. Cindy graduated with a Bachelor of Arts in Management with a minor in Accounting from Cedar Crest College, Allentown, PA where she serves as a member on the Board of Trustees. Cindy is married, with 3 daughters, and lives on the Jersey Shore in Long Branch, N.J. with her husband Brad.
Morgan focuses on educating the next generation of the responsibilities that come with the attainment of wealth. She manages the technology and marketing, including social media, for the Newman Group. Prior to joining Morgan Stanley, Morgan worked in international development and government relations in Washington, DC. She earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA. Morgan is a member of the Omicron Delta Epsilon International Economic Honor Society and is Series 7, 66, and Life and Health Insurance licensed. She is the President of the NYC Chi Omega Alumnae Chapter and a member of the CrossFit NYC Competition Team. She lives in Manhattan and is an avid traveler, having visited 14 countries including South Africa, Nicaragua, Israel, and Brazil.
Please note: The views expressed herein are those of the author and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates. All opinions are subject to change without notice.
Interviewed by Freyan Billimoria, Director of Strategic Partnerships