Daniel Newman, Financial Advisor located in Baton Rouge, LA

Financial Advisor
Daniel Newman

AAMS®
13440 Magnolia Square Dr, Suite B, Baton Rouge, LA 70818opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

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

Team Members

  • Torie Christen
    Associate Financial Advisor
  • Gracie Davis
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(225) 261-8262

Fax

(866) 262-9635

Office Address

13440 Magnolia Square Dr
Suite B
Baton Rouge, LA 70818opens in a new window

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