J. Daniel Newsome
- Managing Partner
- Senior Financial Advisor
With more than 40 years' experience as a Financial Advisor, Dan is dedicated to helping his clients meet their financial needs and goals. Before entering the financial services industry, Dan graduated from Davidson College with a Bachelor of Arts in Economics. He began his career as a Financial Advisor with the Robinson Humphrey Company in 1983, and joined Wells Fargo Advisors predecessor firm A.G. Edwards and Sons in 1989. Having served as a Branch Manager for several years, Dan is now acting exclusively as Managing Partner and Senior Financial Advisor of Newsome Wealth Management.
Dan has been recognized as a 2022 and 2023 Forbes Best-in-State Wealth Advisor.*
Dan has also been named to the Wells Fargo Financial Network Platinum Council in 2020 - 2023.**
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Dan has been recognized as a 2022 and 2023 Forbes Best-in-State Wealth Advisor.*
Dan has also been named to the Wells Fargo Financial Network Platinum Council in 2020 - 2023.**
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by a completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
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Michael P. Newsome
- Partner
- Financial Advisor
Michael joined the team at Newsome Wealth Management in late 2015, after graduating from the Coles College of Business at Kennesaw State University with a degree in marketing and a focus in finance and economics. He joined his father, Dan, because he has a passion for helping others succeed, and he enjoys being able to find strategies to the problems his clients may face. Michael looks forward to building upon his father's legacy in the community, and hopes to gain the same level of respect in this business.
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Austin L. Newsome
- Financial Advisor
Austin joined Newsome Wealth Management in July of 2023 after four and a half years at Wells Fargo. Austin is a 2017 graduate of Davidson College, where he double majored, obtaining a Bachelor of Arts Degree in both Political Science and German. His experience as a Financial Advisor at Wells Fargo Advisors and his time as a Senior Premier Banker at Wells Fargo helps Austin provide valuable insight into the complex financial needs of our high net-worth clients. He contributes to the strategic direction of the firm and splits his efforts between portfolio management, business development and client engagement.
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Daniel H. Waldrop
- Registered Associate
- Operations Manager
Daniel joined the Newsome team in 2007. He began his career in financial services at Robinson-Humphrey Company in 1999. Prior to his career, Daniel graduated from Georgia State University with a Bachelor of Business Administration in Decision Science. Specifically, Daniel's role within the practice focuses on providing client service, investment research and reporting, and operational support. Daniel is a recipient of the Wells Fargo Advisors Premier Client Associate in 2018 and 2019*.
*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.