Professional

The Atrium Financial Group represents over 65 years of combined experience. Under the leadership of William (Bill) Newman, the team values integrity, mutual respect, personal & professional growth, a commitment to excellence, and family.

Bill Newman, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

wm.newman@nm.com 

BIll joined Northwestern Mutual in 1982 after graduation from the State University of New York at Albany with a Bachelor of Science in Biochemistry. In 1996, Bill opened the Albany District Agency for Northwestern Mutual; successfully serving as Managing Director and growing the agency for over a decade. In his current capacity as Wealth Management Advisor, Bill is committed to building enduring relationships that inspire financial security for his clients, team, and community.

Bill’s certifications include CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Advisor of Senior Living (CASL®).  He is a member of the National Association of Insurance and Financial Advisors (NAIFA), a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide. He also belongs to the  Society of Financial Service Professionals™ and the Financial Planning Association.

He was named to the 2018 edition of the Financial Times 400 Top Financial Advisors.

Jay Mackey, CFP®, CLU®, ChFC®, CASL®, AEP®   

Associate Wealth Management Advisor

jeremiah.mackey@nm.com 

Jay Mackey entered the financial services industry in 1997, and joined Northwestern Mutual in 2002 after graduating from Plattsburgh State University with a Bachelor's of Science in Business. In Jay's current capacity, he works with clients to help build enduring relationships that inspire financial security.

Jay's certifications include CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Estate Planner (AEP®), and Certified Advisor of Senior Living (CASL®).  He belongs to the Society of Financial Services Professionals and the Financial Planning Association.

Learn about the rest of the team here.

 

William Joseph Newman, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


The Atrium Financial Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck