Adam Newman

As a LPL Registered Client Service Associate with Cornerstone Investment & Retirement Services, Adam Newman plays a key role in supporting our Wealth Advisors and building lasting relationships with their clients. He assists with client service operations and contributes to business development efforts—all with a focus on delivering personalized, high-quality financial support.

Adam’s role allows him to connect with clients and help them navigate their financial journeys by offering attentive service and reliable coordination. Whether it’s preparing documentation, scheduling appointments, or assisting the advisors with financial planning activities, he is committed to making each interaction seamless and meaningful. Adam holds the Series 7 and Series 66 licenses through LP Financial.

Outside of work, Adam enjoys spending time with family and friends, staying active in the community, and pursuing personal interests that keep him energized and inspired.