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At Newman & Associates we understand and appreciate the unique needs of the successful entrepreneur. That's why we deliver a process designed to address specific needs at various points in the lifecycle of your company, with the goal of optimizing your company's value and your family's wealth. We believe sound advice from leading experts in their respective fields is of paramount importance. Whether you are in the early stages of launching your company, actively seeking a liquidity event, or need advice monetizing a concentrated stock position, our group will connect you to professionals with one goal in mind: maximize and protect the wealth you create. The Newman & Associates Wealth Management Group provides you with a single point of contact designed to save you time and energy, allowing you to focus on those things about which you are most passionate.

Paula Romo

Client Associate

Paula handles the day-to-day administrative responsibilities for Newman & Associates, and is often the primary point of contact for our clients. She began her career in the financial services industry 13 years ago as a teller for LaSalle Bank. She was soon selected to move into the administrative role she still occupies today. Over the years, Paula became an essential piece of our wealth management practice, and maintains close professional relationships with our clients. After two mergers at LaSalle Bank involving Bank of America and Merrill Lynch, Paula came to UBS in 2014.

Paula makes her home on the southwest side of Chicago with her husband and three daughters. She is fluent in Spanish and enjoys bowling with her family in her free time.

One North Wacker Drive
Chicago, IL 60606

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