Broker Check
Carl M.  Newman, JR. CFP®

Carl M. Newman, JR. CFP®

LPL Financial Advisor

I am a partner at Capital Wealth Group. I started my career in 2007 with Smith Barney, which became Morgan Stanley. I joined TBT Financial Services in 2013, which is now Capital Wealth Group. In 2017, I obtained my CERTIFIED FINANCIAL PLANNER™ designation. I have a broad range of experience in the financial services industry and can assist clients with wealth management, financial planning, and investment services, including mutual funds, stocks, bonds, life insurance, long-term care, and annuities.

Being a business owner for over 30 years, I have an insight into the needs of small business owners. I can help with setting up retirement plans, arranging buy-sell agreements between partners, and exit strategies and/or legacy planning when an owner is ready to retire.

I have deep roots in East Texas, graduating from New Diana High School. I played multiple sports in high school and continue to be active in sports, currently, through golf. I received my Bachelor of Science degree from the University of Texas at Tyler and my MBA from LeTourneau University. I am active in the community and have served as a board member of Junior Achievement for several years. I am a supporter of all our local schools but have been particularly involved at Spring Hill ISD where I am part of the sports broadcast team. I am a member of Grace Crossing Methodist Church. My wife Leslie and I have three daughters, Blake, Kelly, and Tyler, and one granddaughter, Tucker.