Neil Newsham
,
Senior Vice President, Wealth Management Advisor
NMLS #579309
1401 Manatee Avenue West
Bradenton, FL 34205
941.741.2411
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As deeply experienced and passionate advocates for financial wellness, our team shares your priorities. Even if you think there’s plenty of time before retirement, we believe that it’s never the wrong time to meet with an experienced financial advisor to discuss retirement strategies.
Profile

Neil Newsham joined Merrill in 1986.  With over 35 years of experience he is responsible for client meetings, working with clients on goal setting. Neil works with clients through the entire wealth management process updating and measuring the accomplishment of goals. He is responsible for working with Foundations, Endowments and Non for Profits, offering access to Merrill Investment Policy Statement services as well as keeping Board Fiduciary responsibilities to a minimum. 

Additionally Neil holds the following professional designation: Chartered Retirement Planning Counselor, CRPC. Neil is a graduate of Northern Illinois University with degrees in Economics and Business Management.

He resides in Lakewood Ranch, Bradenton Florida with his wife Lambi. They have 3 grown children Lynsey, Kahler & Reilly.
Neil follow's the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in his community

Recognition
Forbes "Best-in-State Wealth Advisors", 2019-2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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Meet Our Professional Staff
Kerrolyn Greenland
Registered Wealth Management Client Associate
941.741.2402
Trent Zava Cowieson
Officer, Registered Wealth Management Client Associate
941.741.2444
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Michael Matthews
Regional Lending Specialist
Bank of America, N.A.
NMLS #88713
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Neil Newsham is registered to do business in AZ, CA, CT, DC, DE, FL, IL, MD, MI, MO, NC, NE, NJ, NY, PA, TX, VA, WI.