Bringing a career of more than 30 years as a financial advisor to the exclusive Private Wealth Management division of UBS, Angie offers extensive capital markets experience, deep investment knowledge and an astute perceptiveness about people and their needs. Since her days with Smith Barney/Citigroup, she has helped clients manage their complex wealth through periods of high and low growth and volatility. Today, she continues to share her lifelong passion for investing in the markets, welcoming the opportunity to educate curious clients about how they can participate to pursue their most important goals.

Angie strives to communicate clearly to her clients, and clarify for them why portfolios are positioned as they are with respect to the economy, asset allocation and individual securities. In essence, Angie aims to make the investing conversation less intimidating and more insightful. She listens carefully to help her "tune in" to her clients, their families and their goals. The best interests of her clients are her number one priority.

Past experience

• Smith Barney/Citigroup

Credentials

• Series 7, 63 and 65 securities licenses
• Life and health insurance licenses (in select states)

Accolades

• Forbes Best-In-State Advisors in New Jersey, 2019, 2020
• Forbes America's Top Women Wealth Advisors, 2019, 2020

Education

• Syracuse University

Life

• Outside of work, Angie continues to live a life of service.
• Her faith and family are top priorities.
• She has served on a number of nonprofit boards, including those of Matheny Medical and Educational Center and From Houses to Homes in Guatemala, where she traveled to build homes and ran fundraisers.
• Angie has also supported the Susan G. Komen foundation by participating on event committees and served on the Delbarton Mothers Guild and the Parents Committee of Far Hills Country Day School.
• She and her husband enjoy spending time with their blended family of six young adult children.

Registered States:
CA, CO, CT, DC, DE, FL, GA, IA, ID, IN, MA, MD, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, WA, WY

Julianne began her career in 2014, joining the Short Hills, NJ office of UBS as an intern. She seized an opportunity to take on a bigger role as a Branch Service Associate in the Florham Park, NJ office. Her experience in operational and technological support prepared her for her current role with Newman Wealth Management.  Julianne has been in her current role with Senior Vice President, Angeline Newman since mid-2017 and has embraced the role. As a Registered Client Service Associate, she works to provide a superior client experience for the team's clients. She enjoys the daily interaction with clients while handling the teams administrative work.

Julianne has her series 7, 63, and 65 licenses. She earned a bachelor’s degree in political science from East Stroudsburg University in Pennsylvania. In the winter, Julianne enjoys snowboarding and earned a role on the Camelback ski patrol team. In this role, Julianne is a first responder to lost and injured skiers and snowboarders. Julianne is very active and enjoys living a healthy lifestyle.

Registered States:
CA, CO, CT, DE, FL, GA, IA, IN, MA, MD, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, VA, WY

Shawn joined UBS in 2013 as a Wealth Strategy Associate for The Rasweiler Group, a team focused exclusively on ExxonMobil executives. As a part of the team, he became well versed in employer-sponsored benefit plans and equity compensation. He moved on to his next role as a member of the Northern New Jersey Management Team in 2017. There, he partnered with advisors in the Florham Park office to create and deliver comprehensive financial plans for high net worth individuals. Now, as a member of Newman Wealth Management, he provides individuals and their families with guidance on retirement planning, asset allocation, investment diversification and estate planning.

Shawn graduated from Rutgers University in 2013. He has earned the CERTIFIED FINANCIAL PLANNER^TM, Chartered Retirement Planner Counselor (CRPC®) and Accredited Wealth Management Advisor (AWMA®) designations and maintains his Series 7 & 66 licenses, plus his New Jersey State Life & Health Insurance licenses.

Shawn married his high school sweetheart, Jillian, in 2018. Outside of work, Shawn enjoys an active lifestyle, spending time with friends & family, participating in his local sports leagues, and volunteering at St. Therese Church.