James M. Newman

Financial Advisor

“Mike” began his career in the financial services sector in 2006. Mike has extensive knowledge of laws, rules, and regulations involving tax deferred savings plans as well as the North Carolina State Retirement program for public school employees. Mike has worked extensively with North Carolina School Employees in conducting a variety of different workshops built to address the financial issues that educators face today. Mike can help you create a personalized roadmap of finance that may help you solve your financial problems and may achieve your short and long term financial goals. He will work one on one with you to understand your current financial situation and your financial goals. He will then design and help you implement a financial plan that is customized to your needs. Mike is a graduate of East Carolina University where he received a Bachelor of Science degree in Business and Logistics. He currently lives in Raleigh with his wife Mary and their daughter Grace Talbert. He holds FINRA Series 7 and 66 securities registrations. He also holds a life and health insurance license in North Carolina. As a financial professional, Mike can help you make decisions to help keep your plan on track and help you maximize your financial Resources throughout your lifetime.

Phone (919) 580-8385