Talon Wealth
John Newell is a seasoned financial professional with extensive experience in wealth management and advisory roles. Since November 2013, John has served as Vice President and Investment Advisor Representative at Talon Wealth Management, focusing on client-centric, independent wealth management solutions. Prior to this role, John worked at Newell Financial Group, providing comprehensive financial needs analyses and various financial services from January to November 2013. John also has experience with Massachusetts Mutual as a Financial Services Representative, Heritage Bank of North Florida as a Portfolio Manager, Ameris Bank as a Commercial Lender, and First National of Orange Park as a Commercial Underwriter. Academic credentials include a BS in Finance from Auburn University and a degree from the Graduate School of Banking at Louisiana State University. John holds licenses to sell insurance in Florida and Alabama.
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Talon Wealth
We believe that when it comes to planning your financial future, understanding your goals in life is fundamental to determining how we will get there. Whether you’re planning on growing your retirement assets or protecting them for your family, our team of professional financial planners will get to know you, your family, and your priorities so that together we can determine which wealth planning strategies are right for you. Your wealth plan will cover a wide range of topics concerning the management of your wealth including cash flow analysis, credit management, tax planning*, asset allocation and diversification, management of financial and non-financial assets, personal needs, retirement resources, and estate planning.