William Newman

WILLIAM NEWMAN, CFP® is a principal and co-founder of NDS Wealth Advisors (NDS) and has over 35 years of investment and trust management experience.  Prior to joining ND&S, Bill served as an investment counselor/portfolio manager with the Private Bank of BankBoston (formerly Rhode Island Hospital Trust) in Providence.  At the Private Bank, Bill was also the Bank’s investment analyst for the transportation and media/publishing industries and published numerous research articles.  Bill is a graduate of the United States Military Academy at West Point with a Bachelor of Science degree in engineering.  He served as a commissioned officer in the United States Army and as a Major in the Army Reserves.  Bill is a Certified Financial Planner, a graduate of the Canon Financial Institute, Charlotte N.C., and the United States Army Command & General Staff College.  He is a member and former treasurer for the Financial Planning Association of Rhode Island.  He is also a member of the CFA Institute, the CFA Society of Providence, and is a published contributor to “The Wall Street Transcript.” Bill is an avid golfer and is a member of Wannamoisett Country Club.  He serves as the chairman of the Endowment Committee for St. Andrew’s School in Barrington, RI.  

Bill and his wife, Kathy, have seven children and live in Touisset, RI. When not at their home in Touisset, Bill and his wife enjoy spending time at their log home in the Adirondacks.