Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Neil Newman

Senior Vice President–Wealth Management

I began my career in one of the equity market’s most tumultuous months on record—and over the past 40 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 21 years at Smith Barney. 

With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

I earned my bachelor’s degree in Finance from Thomas Jefferson University. My wife and I live in Fort Washington. We just welcomed our first grandchild Skylar.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • IL
  • MI
  • NC
  • NJ
  • NY
  • PA

Education

  • Bachelor’s Degree in Finance, Thomas Jefferson University

Credentials

  • Portfolio Manager
1735 Market Street
Mellon Bank Center
44th Floor
Philadelphia, PA 19103
  • (215) 496-2030

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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