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Cynthia D. Newman, CRPC(R)
Cynthia D. Newman, CRPC®
Portfolio Management
Senior Vice President - Wealth Management
Corporate Retirement Director
Financial Planning Specialist
1030 Broad Street, 3rd Floor
Shrewsbury, NJ 07702
tel: 732-389-8683
toll free: 800-631-2221
fax: 732-544-9070
Email Me
Welcome Associations Services Education Honors Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Cedar Crest College Alumnae Association
  • Big Brothers & Big Sisters of Monmouth County - Former Trustee
  • Big Brothers & Big Sisters of Monmouth County - Community Development Committee
  • Jersey Shore Collaborative Law Group - Member
  • Monmouth Reform Temple
    Former Budget Committee Member
  • Central Jersey Association of Divorce Financial Planners
    President
Services
  • 529 Plans
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Philanthropic Services
  • Private Banking
  • Qualified Plans
  • Retirement Planning
  • Trust Services and Accounting
  • Wealth Management
  • Women and Company®
Education and Licensing
  • BA - Management Studies/Economics, 1978
    Cedar Crest College
    Allentown, PA
  • Financial Planning Specialist
    Smith Barney
  • Series 7 - General Securities License
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Accident & Health Insurance Licensed
  • Certified Divorce Financial Analyst (CDFA)
  • Chartered Retirement Planning CounselorSM (CRPC Program)
Honors and Recognitions
  • President's Council
    Smith Barney
  • 20 Year Loyal Service Award
    Smith Barney
  • Barron's Winner's Circle Conference:
    Top Women Advisors Summit (Orlando, FL)
Business Experience
  • 1982 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Shrewsbury, NJ
Bulletin Board
  • A special thank you at Thanksgiving time to express our sincere appreciation for your continued confidence and loyalty. We wish you and your family a happy and healthy Thanksgiving Day.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • Ask me about Women & Co.® , a community of savvy women who appreciate that there’s always more to learn about managing money and creating wealth. Women & Co. is a program offered by Citi to clients of Morgan Stanley Smith Barney, and provides objective education and access to current financial thinking. Visit www.womenandco.com.
Cynthia D. Newman, CRPC is licensed in the following state(s): CA, CT, DE, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NM, NV, NY, PA, SC, VA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)

On the Markets (pdf)

100 Point Commentary (pdf)
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