Our Story & Services

At The Newman Group, we believe true wealth is not only about the size of your bank account; it’s also about the life you live and the people who give your life meaning. Whether you’re a successful professional or just beginning your career, there are relationships, interests and passions that bring you joy. These vital elements should be at the core of your wealth management plan.

Recognized as the “Mother-Daughter duo from Morgan Stanley," we work with women, ranging from millennials to retirees. Each interaction – coupled with our own experience – has confirmed our belief: When it comes to managing wealth, women lack the confidence needed to make sound financial decisions.

To fill this void, we developed a series of informative programs designed specifically to empower women across generations on how to take charge of their finances. To date, thousands of women in the greater New York City area have attended our programs and are now implementing strategies designed to grow and protect their hard-earned assets.

Getting started is easy. It begins with a conversation. We look forward to speaking with you soon.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Sustainable Investing3
  • Retirement Planning4
  • 401(k) Rollovers
  • Estate Planning Strategies5
  • Annuities6
  • Life Insurance7
  • Long Term Care Insurance8
  • 529 Plans9
  • Divorce Financial Analysis10
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Financially Empowering Women Across Generations

Our mission is to engage, educate and elevate women when it comes to their finances & envision a world where every woman feels confident in her ability to make smart financial decisions. Cindy and Morgan have created 3 unique initiatives to make this vision a reality.
  • 1. Money Mavens Seminar Program
    Our interactive programs educate women how to navigate life’s obstacles. We have presented to Fortune 500 companies, networking & trades groups– reaching thousands of women at various points in their personal & professional lives.

    Sample programs:
    Money Mavens: Figuring Out Finances in Your 20’s & 30’s
    Achieving Women Achieving Wealth: How to Thrive, Not Just Survive, in Retirement
    Cracking the Code on Your Retirement Plan
    A Smart Start to Social Security
    Investing with Impact: Make Meaningful Use of Your Money
  • 2. HER Way at Morgan Stanley
    HER Way was formed by a group of women financial advisors (Morgan & Cindy included!) to help you to feel informed & inspired. HER Way engages community members through dynamic speakers talking about financial and personal issues.

    Recent Events:
    Inaugural HER Day Conference, Nov. 2017
    The New Tax Bill & You– How it Impacts You, Your Family & Your Business, Jan. 2018
    An Evening at Gibney Dance: Women’s Empowerment through Passion & Purpose, Apr. 2018
    Pinot with a Purpose, July 2018
    Forever Young: A Holistic Approach to Women's Health, Oct. 2018
  • 3. Integrating Gender into Investment Decisions
    We are in the midst of an awakening—women speaking up for themselves about inequity and mistreatment and through their brave actions catalyzing social change. We support using your investment dollars to encourage gender diversity at work and investing in equality for women which can increase a company’s –and your portfolio’s-bottom line.
    Read more on Why Gender Diversity May Lead to Better Returns for Investors
Adulting is hard, especially when it comes to money. Rarely is personal finance and investing taught in college. And so, entering the “real world” can be daunting and raise a host of questions – am I saving enough? what should I be doing with my retirement plan? How do I effectively give back? Below is a list of resources to help you find answers to these questions: 

Working With You

At The Newman Group, our priority is to help relieve the stress of managing your finances. We do this through ongoing education and involving you in each step of our process. Over the years, we have built our practice to include a broad range of clients who need professional guidance with the following activities:

- Implementing an investment strategy unique to you, your goals & your values
- Saving effectively so children can attend their colleges of choice
- Planning for a successful retirement – from setting up a 401(k) to generating ongoing income in retirement
- Managing a life-changing event with confidence, such as the loss of a spouse, a divorce or an inheritance
- Diversifying highly concentrated positions
- Creating and managing a budget
- Minimizing taxes

Our clients include:

- Women in the early stages of their careers
- Baby boomers preparing for retirement
- Professionals working in the Science, Technology, Engineering and Mathematics (STEM) industries
- Corporate executives and business owners
- Widows and divorcees

While our clients each have unique personal and professional circumstances, they all have one thing in common: They are focused on creating and implementing a tailored roadmap that leads to a more secure financial future. We help organize your finances and are committed to helping you grow and protect your assets through every one of life’s important milestones.

    Financially Smart: Breakfast with HER Way

    Please join HER Way at Morgan Stanley as we discuss the financial challenges encountered by women at various stages of life.

    You will come away feeling empowered to tackle your financial concerns at the start of the New Year. There will be test to find out your financial literacy score!

    Tuesday, January 15, 2019
    7:45AM – 9:30AM

    Morgan Stanley, 522 Fifth Ave, 7th Floor, NY, NY 10036

    RSVP to Morgan Newman, Financial Advisor morgan.newman@ms.com, 212-603-6199

    CRC #2323541
    Podcasts
    • 2018 – February/March HER Way Podcast: Money & Relationships - CRC #2049997
    Past Events
    • Money Mavens: 5 Steps to Figuring Out Your Finances
    • Between work, family, friends, working out, volunteering, and everything else we do, sometimes financial matters can start to slip between the cracks. But The Newman Group - the mother daughter duo from Morgan Stanley - is here to help you get back on track. Join us for an evening of wine, conversation, and financial tips designed especially for you!

    Location

    522 5th Avenue
    11th Floor
    New York, NY 10036
    US
    Direct:
    (212) 603-6159(212) 603-6159
    Toll Free:
    (800) 843-0211(800) 843-0211

    Meet The Newman Group

    About Me

    Cindy Newman, Senior Vice President – Wealth Management, works with achieving women who lead full, active lives and often find their finances don’t get the attention they deserve.  Throughout her career, Cindy has reached thousands of women by leading workshops and seminars for organizations ranging from trade associations & social groups to Fortune 500 companies. Cindy served on the Monmouth University Planned Giving Council Advisory Board & was a Trustee of Big Brothers Big Sisters of Monmouth County. She currently serves as a mentor in the college bound program for the Monmouth County Boys & Girls Club. Cindy is a graduate of Cedar Crest College, Allentown, PA with a Bachelor of Arts in Management and a minor in Accounting, where she served on the Board of Trustees.
    Securities Agent: CA, CT, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 1316494

    About Me

    Morgan joined the Newman Group in 2012 after beginning her career in international development, bringing with her a social conscience and global awareness. Morgan’s role on the team is investment management and marketing. She created the Achieving Women Seminar Program, a turnkey program designed to spread the message of women’s empowerment through financial education. Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA. She is a member of the Omicron Delta Epsilon International Economic Honor Society and is Series 7, 66, and Life & Health Insurance licensed. She is the President of the NYC Chi Omega Alumnae Chapter and a member of the Crossfit Hell’s Kitchen Competition Team & the Junior Committee of the Alzheimer’s Association.
    Securities Agent: CA, FL, GA, MA, MD, NJ, NV, NY, PA, TX, VA, WA; Investment Advisor Representative; General Securities Representative
    NMLS#: 1689848
    From Our Team

    A New Way To Advance Women's Leadership


    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Ready to start a conversation? Contact The Newman Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    9Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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