• Tony Newman, CFP®

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER

Tony started with Quest Wealth Solutions in February, 2014. He has been helping individuals and business with their investments and finances since 1998. He brings a diverse background that includes being a personal and business banker, investment advisor, along with holding management positions at both banking and investment firms.

Tony started his financial career in 1998 with a national brokerage firm (TD Ameritrade), where he started on a trading desk and worked his way up to managing a large office in Cleveland, Ohio. Most recently he was with FirstMerit Bank where he was a business banker in the Mansfield area. He has a Bachelor of Science degree in Environmental Management, with an emphasis in Finance from Taylor University. He currently hold his Series 7, 9, 10 and 66. He has also earned the CERTIFIED FINANCIAL PLANNER™ professional or CFP® professional certification and the Certified Kingdom Advisor® or CKA® designation.

Tony and his wife Jaena, reside in the Mansfield area. His daughter Olivia is obtaining her degree in Fashion Merchandising at Kent State University and his son Carter is a student at Taylor University. He and his family are active at Crossroads church where he serves as an elder, leads a core group and facilitates the Journey of Generosity retreat.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.