Valerie Newman, CFP®, CDFA®, QPFC
Financial Advisor
Direct:
(402) 399-6168(402) 399-6168
My Mission Statement
Empowering you to take charge of your wealth - in retirement, post-divorce, or post death of your spouse.
My Story and Services
As an estate planning attorney,* I noticed I didn’t get to help people with everything they needed. Sure, I created a Trust or settled an Estate in Probate, but I didn’t get to stick with my clients and help them through what happened next. Frankly, I felt like I was missing out on all the "good" stuff.
As a Financial Advisor, I get to discuss retirement goals, legacy planning, and tax saving strategies. I educate my clients to empower them to move forward on their goals; in short, I help with all the “good” stuff.
*former attorney; no longer practicing law.
As a Financial Advisor, I get to discuss retirement goals, legacy planning, and tax saving strategies. I educate my clients to empower them to move forward on their goals; in short, I help with all the “good” stuff.
*former attorney; no longer practicing law.
Securities Agent: NE, IA, FL, SD, KS, VA, OR, OK, WI, MO, HI, NY, CO, AZ, AR, TX, TN, OH, CA, AL, WA, IL, PA, WV, CT, NC, NV, MT, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2281637
NMLS#: 2281637
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About Me
I grew up small town Nebraska. I attended Hasting College in Hastings, Nebraska. I majored in History, Business Administration, and Economics. While still a Freshman at Hastings, I enlisted in the Nebraska Army National Guard.
In 2003, I deployed to Kuwait in support of Operation Iraqi Freedom. Following my return home, I graduated college and entered the University of Nebraska - College of Law.
In law school, I finally found what I had been dreaming of…season tickets to the Husker Football games. After graduating law school in 2008, I received a commission in the active duty Air Force as a Judge Advocate (JAG). I served as an active duty JAG, prosecuting and defending Airmen for almost six years before I transitioned to the Nebraska Air National Guard.
In 2014, I began my civilian legal career as in-house counsel for Fidelity Title Group. I focused on real estate and insurance law issues. In 2019, I accepted a position with Elder Law of Omaha, P.C., L.L.O. I assisted clients with estate planning, probate, guardianships and Medicaid.
In 2020, after almost 20 years of military service, I promoted to Lieutenant Colonel in the Nebraska Air National Guard.
In 2021, I joined Morgan Stanley. As a financial advisor, I get to use my knowledge of real estate, insurance and estate planning laws to assist my clients.
My husband, Mike, and I have three kids, Louise, Violet and Wesley, and a dog, Roosevelt (“Rosy”). We enjoy visiting with our extended family and busing our kids to soccer, gymnastics and piano lessons.
In 2003, I deployed to Kuwait in support of Operation Iraqi Freedom. Following my return home, I graduated college and entered the University of Nebraska - College of Law.
In law school, I finally found what I had been dreaming of…season tickets to the Husker Football games. After graduating law school in 2008, I received a commission in the active duty Air Force as a Judge Advocate (JAG). I served as an active duty JAG, prosecuting and defending Airmen for almost six years before I transitioned to the Nebraska Air National Guard.
In 2014, I began my civilian legal career as in-house counsel for Fidelity Title Group. I focused on real estate and insurance law issues. In 2019, I accepted a position with Elder Law of Omaha, P.C., L.L.O. I assisted clients with estate planning, probate, guardianships and Medicaid.
In 2020, after almost 20 years of military service, I promoted to Lieutenant Colonel in the Nebraska Air National Guard.
In 2021, I joined Morgan Stanley. As a financial advisor, I get to use my knowledge of real estate, insurance and estate planning laws to assist my clients.
My husband, Mike, and I have three kids, Louise, Violet and Wesley, and a dog, Roosevelt (“Rosy”). We enjoy visiting with our extended family and busing our kids to soccer, gymnastics and piano lessons.
Widows
My Dad passed away far too young at age 64. He's pictured above with my middle child, teaching her the cups game at age 3.
While my Mom had handled the day-to-day finances, she did not have a good handle on retirement savings. I hated her being told to just "Trust me" by financial professionals. She is a smart woman who can understand the market and how to invest.
Helping my Mom plan her retirement was so rewarding. She gained confidence in herself and what she can accomplish.
I love getting to do the same for other women facing the death of their partners.
My unique background gives me the experience and tools to help you. I practiced law for thirteen years before becoming a financial advisor.
Previously, as a lawyer, I set up Trusts and probated Estates.
I loved working with my clients as an attorney but wanted to assist my clients with more issues over the long term. Being a financial advisor gives me that opportunity.
Work with me to achieve your financial goals, understand your investments and get a solid plan in place for your future needs.
While my Mom had handled the day-to-day finances, she did not have a good handle on retirement savings. I hated her being told to just "Trust me" by financial professionals. She is a smart woman who can understand the market and how to invest.
Helping my Mom plan her retirement was so rewarding. She gained confidence in herself and what she can accomplish.
I love getting to do the same for other women facing the death of their partners.
My unique background gives me the experience and tools to help you. I practiced law for thirteen years before becoming a financial advisor.
Previously, as a lawyer, I set up Trusts and probated Estates.
I loved working with my clients as an attorney but wanted to assist my clients with more issues over the long term. Being a financial advisor gives me that opportunity.
Work with me to achieve your financial goals, understand your investments and get a solid plan in place for your future needs.
Serving My Fellow Veterans
As a veteran, I understand the benefits veterans earned and the processes to get them.
I’d be honored to work with my fellow veterans.
In September 2000, I enlisted in the Army National Guard. Enlisting meant I would have something in common with the great men and women who have served our country.
In 2008, I continued my service as an active duty Air Force Jag. I met my husband, Michael, while we were both assigned to Grand Forks AFB (truly the "Frozen Chosen"). We both transitioned to the Air National Guard in 2014.
I retired from the Air National Guard in May 2023.
Through my time in the Army and then Air Force, I continue to be so impressed with my fellow veterans.
I’d be honored to work with my fellow veterans.
In September 2000, I enlisted in the Army National Guard. Enlisting meant I would have something in common with the great men and women who have served our country.
In 2008, I continued my service as an active duty Air Force Jag. I met my husband, Michael, while we were both assigned to Grand Forks AFB (truly the "Frozen Chosen"). We both transitioned to the Air National Guard in 2014.
I retired from the Air National Guard in May 2023.
Through my time in the Army and then Air Force, I continue to be so impressed with my fellow veterans.
Divorce
You deserve the opportunity to be heard and helped by someone who is on your side.
Empower Yourself
I hate when women are told to just "Trust me". You can understand your finances. You can make decisions based on your preferences.
I am a Certified Divorce Financial Analyst®. I received additional training in order to assist my clients with the finances that go with a divorce.
My unique background gives me the experience and tools to help you. I practiced law for thirteen years before becoming a financial advisor.
Previously, as a lawyer, I helped clients through Divorce. I saw women struggle with difficulty of the process, the numbers and the emotions.
I loved working with my clients as an attorney but wanted to assist my clients with more issues over the long term. Being a financial advisor gives me that opportunity.
Work with me to achieve your financial goals, understand your investments and get a solid plan in place for your future needs.
I am a Certified Divorce Financial Analyst®. I received additional training in order to assist my clients with the finances that go with a divorce.
My unique background gives me the experience and tools to help you. I practiced law for thirteen years before becoming a financial advisor.
Previously, as a lawyer, I helped clients through Divorce. I saw women struggle with difficulty of the process, the numbers and the emotions.
I loved working with my clients as an attorney but wanted to assist my clients with more issues over the long term. Being a financial advisor gives me that opportunity.
Work with me to achieve your financial goals, understand your investments and get a solid plan in place for your future needs.
Location
13625 California St
Ste 400
Omaha, NE 68154
US
Direct:
(402) 399-6168(402) 399-6168
Wealth Management
From My Desk
Tax-Smart Strategies for Your Retirement
Wealth Management
Global Investment Office
Portfolio Insights
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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
A Simple Six-Step Retirement Checkup
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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
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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Valerie Newman today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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, charitable giving, philanthropic planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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, charitable giving, philanthropic planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
