portrait of Daniel Newman
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Daniel

I take a comprehensive approach in helping my clients and their businesses achieve their financial goals. Working closely with you and your CPA, attorney and other professionals, I will develop specific strategies to help you build, maintain or transfer wealth for yourself, your family or your business.

In November 2007, I began my career as a financial advisor in the Baton Rouge Area with one purpose: To help people! In 2015, I was invited to become a limited partner with Edward Jones.

Throughout my career, I have worked tirelessly to serve my clients with integrity, compassion and skill. Serving others is...

Focus Areas

  • Entrepreneurs & Business Owners
  • Energy Industry Professionals
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Healthcare Professionals

Work History

  • Edward JonesJuly 2007 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Southeastern Louisiana UnivBachelors

Personal Interests

  • Cooking
  • Coaching Sports
  • Fishing
  • Sports Enthusiast
  • Movies & Entertainment

Team Members

  • Torie Christen
    Registered Branch Associate

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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