The summer after graduating from Old Dominion University, Susan traveled to London, Canada and South Africa. Her mom sat her down and said, "You have a degree now. you are not going to work part time and travel the world. Get a full time job." Three weeks later, She had accepted a teller and member service position at a local credit union in Hampton Roads.
Although Susan didn't know where or how she wanted her career to launch, she quickly moved into the investment services department and found a passion for helping clients not only plan their goals but also achieve them.
She truly enjoys connecting with people, finding out what their interests are and how she can connect them with other people or resources. The education piece is her favorite! Clients come in completely overwhelmed by investment options and their various statements. She likes breaking down the information so they can better understand what they have and how she can help them take their funds.
Our team has a passion for helping clients not only plan their goals but help them pursue them. We also just enjoy connecting with people, educating and providing resources that our clients need in order to better understand their various statements and know how we can help. A lot of the time, when clients come into the office they are overwhelmed by all of the options available to them on statements – which is why breaking it down for you is always something we love doing!
In 2022, Susan J. Newman took over the company, following in her father's footsteps who started Newman Financial Services more than forty years ago. Over the years, our team has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.