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Bill resides in Rexford, NY with his wife, Linda, and their two dogs, Holly and Henry. They are active in their daughters' lives and proudly became grandparents in March of 2019.

Bill and Linda spend their time going to craft fairs when the weather is good, and the movies when the weather is gloomy. They enjoy entertaining friends and family in their home where the BBQ is always smoking and the drinks are always cold.

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Bill and Linda have decided that the cold winters are no longer for them, and spend January to March in Celebration, Florida. There, they enjoy the company of many family members, fellow Northwestern Mutual friends, and clients.

It is a priority for Bill and Linda to be involved in their community, and they do so by serving Girl's Inc. of the Capital Region, volunteering through numerous Alex's Lemonade Stand Foundation efforts, and having endowed scholarships through the State University of New York at Albany and Siena College.

Bill’s Book List:

“Train Your Brain For Success” by Roger Seip

“The Presidents Club” by Nancy Gibbs and Michael Duffy

“The Boys In The Boat” by Daniel James Brown

“The Dream Manager” by Matthew Kelly

Jay resides in Glenville, NY with his wife Jesica, and three children: Estella, Maxwell, and Elaine, as well as their dog, Rocky. He enjoys spending time with his family, frequently traveling to Walt Disney World, and manicuring his lawn. He also spends a lot of his free time watching his kids play soccer around the Capital Region.

Jay is an avid volunteer in his community, participating in many local causes including the Rotary Club of Glenville, NY and Alex's Lemonade Stand Foundation.

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William J. 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