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Shelly Newman, Financial Advisor

FINANCIAL ADVISOR
Shelly M Newman

ChFC®, CLU®
2193 Jericho Turnpike, Commack, NY 11725opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

About Shelly

In 1997, I opened my Edward Jones office and have been an active member in various community organizations. I have served as a past president of the Smithtown Business and Professional Women's Network.

I have earned and hold the following professional designations and certifications: CFP® or CERTIFIED FINANCIAL PLANNER™*, ChFC® or Chartered Financial Consultant®, CLU® or Chartered Life Underwriter® and AAMS™. *Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by...

Work History

  • Edward JonesSeptember 1996 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Education

  • Dowling CollegeMaster of Business Admin
  • Queens CollegeBachelors

Team Members

  • Debbie VanderWaag
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(631) 462-8550

Fax

(888) 461-8937

Office Address

2193 Jericho Turnpike
Commack, NY 11725opens in a new window

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