W. Edward Newton Jr., CPA, CFP®
Ed is originally from Huntington, West Virginia. He earned his degree in accounting from Virginia Tech and a Master’s degree from Liberty University. Upon graduation, he joined Arthur Andersen & Co. in their tax department. He began his CPA firm in 1977.
As both a CPA (NC License #23103; SC license #8979; VA License #4627) and Certified Financial Planner (Certificate #97181), Ed is uniquely positioned to help clients achieve and sustain a worry-free retirement.
In addition to being the managing partner at NewtonAssociatesCPA, Ed was a commercial pilot for a major airline. Before his retirement his weekend routes included London, Frankfurt, and Rome.
“The analytical and problem solving abilities involved in being a pilot and a CPA are very similar,” says Ed. “Both require the need to minimize emotions from the decision making process.”
Ed and his wife, Millie, have lived in Charlotte for over 28 years. He has three grown children, a son and two daughters, and has been blessed with six grandchildren (so far!).
Troy C Patton, CPA, ABV
Troy is the lead portfolio manager for Newton Wealth Management. He has held the position since November 2011 He is the Managing Director and Founder of Archer Investments established in 2005. From 1996-2005 Troy was the founder and president of Frontier Financial Holdings Inc., an integrated financial services company offering investment services and managed portfolios. Prior to founding Frontier, he served as a CFP at a private corporation and senior auditor at Ernest & Young where he audited public companies’ financial statements. Troy graduated from Miami University of Ohio in 1992 with a degree in accounting.
John W. Rosebrough, CFA
John serves as the portfolio manager on the accounts managed by Newton Wealth Management. He joined us in 2011 through our association with Archer Investments as a Portfolio Manager. Prior to joining Archer, John managed investment portfolios for high net worth individuals, retirement plans and foundations. He served as a Portfolio Manager and Investment Analyst for a large, Midwestern Registered Investment Advisor where he was member of the Investment Committee responsible for the selection of equity and fixed income investments and co-managed the firm’s fixed income model. Previously, John was a Senior Fixed Income Specialist with Schwab Capital Markets Fixed Income and Specialized Products Group. He graduated from Indiana University in 1995 with a degree in economics and obtained the Chartered Financial Analyst (CFA) designation in 2001.
SaraBeth McCarter Heck
Vice President of Operations
SaraBeth serves as our Vice President of Operations. She establishes staff responsibilities and coordinates functions among staff members. She assigns and delegates projects throughout the process, assigning projects to individual staff members, and coordinating the flow of projects through the office. She assists with new client paperwork and servicing existing clients. She ensures financial targets and other agreed targets are met in all departments and drives the business to increase profit. She also handles payroll management, including tabulation of accrued employee benefits.
She was born and raised in York, SC. She then lived and worked in Charleston, SC for several years before returning to the Charlotte area several years ago.
SaraBeth has been with firm since 2012. She has a background in Sales and Customer Service. She enjoys time with her husband and two dogs, Zelda and Link. SaraBeth looks forward to working with each one of you!
Jeff coordinates our marketing efforts including our newsletters and corporate websites. Jeff is a graduate of Indiana University in Bloomington, IN and enjoys his 6 rescue cats, working out and water skiing in his spare time.
Kristen serves as our Administrative Assistant. Kristen’s responsibility includes providing administrative support to ensure efficient operation of the office. She supports managers and employees through a variety of tasks related to organization and communication.
She manages employee calendars; making travel, meeting and event arrangements; preparing reports and financial data; training and supervising other support staff; and customer relations. She assists with new client paperwork, servicing existing clients, and greeting clients when they arrive at the office.
Kristen earned a Bachelor of Arts from University of North Carolina at Chapel Hill. She grew up in Matthews, NC and had the opportunity to work in Chapel Hill, NC for eleven years before returning to Charlotte in 2014.