William Newman, CFP®, CLU®, ChFC®, CASL®, RICP®
Login to view DISC.William "Bill" Newman is the Founder and Wealth Management Advisor at The Atrium Financial Group, with over four decades of experience since joining Northwestern Mutual in 1982. A SUNY Albany graduate with a degree in Biochemistry, he is a Forbes-recognized Best-in-State Wealth Advisor committed to building enduring client relationships.
Outside of his professional life, Bill is deeply invested in the Albany community. He has demonstrated a significant commitment to local philanthropy, notably through his long-standing board membership and fundraising leadership for The Center for Disability Services, a prominent local non-profit organization.
Unique fact: Bills professional journey in finance began with a Bachelor of Science in Biochemistry, an uncommon and analytical foundation for a wealth advisor.
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DISC profile (public)
DISC behavioral profile
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