OUR MISSION STATEMENT
Our mission to engage, educate and elevate women when it comes to their finances
Our mission to engage, educate and elevate women when it comes to their finances
When Morgan joined Cindy’s practice, they quickly became known as “the mother-daughter duo from Morgan Stanley.” With Morgan’s efforts & social media savvy, they began meeting & engaging with women across all generations, from millennials to retirees. Through these interactions, they discovered a common theme – whether it was the knowledge to understand their investments or the confidence to make financial decisions – something was missing for women in their financial lives. To fill this need, they have developed new programs designed to financially empower women across generations. They envision a world where every woman feels confident in her ability to smart financial decisions!
Cindy started on Wall Street in 1982, recognizing early on in her career the need for women to have financial knowledge and guidance. She grew up in a dysfunctional home where she believed her mother should have had the confidence & strength to stand on her own. And so it became her passion to provide women with a framework for their own financial independence. Cindy specializes in corporate retirement planning, divorce financial analysis & financial planning.
Morgan’s story does not begin in the hustle & bustle of Wall Street but rather in the rural areas of South Africa. While abroad, she studied grassroots economic development, focusing on the trickle-down effect of foreign investment. She became fascinated by bridging financial success with educating others and quickly became an advocate for & specialist in impact investing.
We work with achieving women who embrace their careers and lead full, active lives. They have multiple plates in the air and often feel overwhelmed, causing important priorities to fall through the cracks. We find it is their finances that do not get the attention they deserve and this weighs heavily on the minds of women.
Are you wondering…
How do I organize my finances?
Will I be able to maintain my lifestyle when I retire?
Am I doing everything I should to build and protect my money?
We help relieve the stress of managing your finances while keeping you a part of the process.
Whether you’re embarking on your career or planning to retire, starting a family or looking to fund your grandchildren’s education, seeking to address health care needs or transfer the family business to the next generation, you need a financial plan. We work with our clients to create the roadmap to their future, adapting to changing circumstances over time, helping them achieve—and protect—their goals.
Cindy Newman, Senior Vice President – Wealth Management, works with achieving women who lead full, active lives and often find their finances don’t get the attention they deserve. Throughout her career, Cindy has reached thousands of women by leading workshops and seminars for organizations ranging from trade associations & social groups to Fortune 500 companies. Cindy served on the Monmouth University Planned Giving Council Advisory Board & was a Trustee of Big Brothers Big Sisters of Monmouth County. She currently serves as a mentor in the college bound program for the Monmouth County Boys & Girls Club. Cindy is a graduate of Cedar Crest College, Allentown, PA with a Bachelor of Arts in Management and a minor in Accounting, where she served on the Board of Trustees.
Securities Agent: CA, CT, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Morgan joined the Newman Group in 2012 after beginning her career in international development, bringing with her a social conscience and global awareness. Morgan’s role on the team is investment management and marketing. She created the Achieving Women Seminar Program, a turnkey program designed to spread the message of women’s empowerment through financial education. Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA. She is a member of the Omicron Delta Epsilon International Economic Honor Society and is Series 7, 66, and Life & Health Insurance licensed. She is the President of the NYC Chi Omega Alumnae Chapter and a member of the Crossfit Hell’s Kitchen Competition Team & the Junior Committee of the Alzheimer’s Association.
Securities Agent: CA, CT, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative
A New Way to Advance Women's Leadership
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
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