The 919 Local Business Network

William H Newcomb, CFP®, MBA, JD
  • Male
  • Chapel Hill, NC
  • United States
  • 919-593-5545
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William H Newcomb, CFP®, MBA, JD's Contacts

  • Claudia Bingham
  • Gaynor Fries, 919 Director
  • Martin Brossman
  • Dave Baldwin
  • Pat Howlett
 

William H Newcomb, CFP®, MBA, JD's Page

Latest Activity

Pat Howlett left a comment for William H Newcomb, CFP®, MBA, JD
"William, I really want to help get you increased visibility both inside the 919 and outside so want to get you get involved with our Article Distributions system. In order to do this I need you to write 1 article so the RSS feed is…"
Jan 11
Gaynor Fries, 919 Director left a comment for William H Newcomb, CFP®, MBA, JD
"William, thrilled that you signed up to join us. Hope you'll take full advantage of everything we have going on here - if you need any help in navigating the network, reach out at any time!"
Nov 26, 2012
Pat Howlett left a comment for William H Newcomb, CFP®, MBA, JD
"Hey William, appreciate you becoming an "Insider", I've added the "IN" badge to your profile, "Featured" you and have provided access to the "Insider Only Trainings. We look forward to serving you and please…"
Nov 26, 2012
William H Newcomb, CFP®, MBA, JD was featured
Nov 26, 2012
William H Newcomb, CFP®, MBA, JD updated their profile
Nov 26, 2012
William H Newcomb, CFP®, MBA, JD commented on Pat Howlett's blog post Veterans Day 2012
"Thanks to all for your service."
Nov 12, 2012
Martin Brossman and William H Newcomb, CFP®, MBA, JD are now friends
Oct 11, 2012
William H Newcomb, CFP®, MBA, JD is now friends with Dave Baldwin, Claudia Bingham and Gaynor Fries, 919 Director
Oct 4, 2012
Dave Baldwin left a comment for William H Newcomb, CFP®, MBA, JD
"William, Just saw that you requested to join the Triangle BNI group. I will need to verify your chapter to approve you. I'm sending you a friend request now so that we can communicate offline. Looking forward to having you aboard! Dave"
Oct 3, 2012
William H Newcomb, CFP®, MBA, JD is attending Gaynor Fries, 919 Director's event
Thumbnail

Inside919 Bootcamp - All Members and Insiders Welcome at Center for Excellence

October 10, 2012 from 10am to 12pm
Room for 18 attendees and then we cut off.When you see 18 people to the right simply wait till we do this again - it will be soon.Here is what Pat will cover...How to make Inside919 work for you and your business.Want to know some simple things you can do (that don't take a lot of time!) to help gain more visibility for you and your business.How can you make more Strategic Business Connections in your local area?Then attend this 1 1/2 hour bootcamp.Free to both "Members" and "Insiders" and…See More
Oct 3, 2012
Pat Howlett left a comment for William H Newcomb, CFP®, MBA, JD
"Welcome William, I'm glad Gaynor invited you to join us. Take the time to look at the Member Guidelines and Membership Options. Here is a video tour of the network so you can better understand how to put the network to work for you…"
Sep 4, 2012
William H Newcomb, CFP®, MBA, JD is now a member of The 919 Local Business Network
Sep 4, 2012

Profile Information

About my Business:
Newcomb Financial Advisors, LLC provides financial planning services on a fee-only basis, offering clients an independent, ethical alternative to commissioned planners and product salesment.

Newcomb Financial Advisors, LLC also provides investment advice and management as a Registered Investment Advisor operating under a stringent standard of fiduciary responsibility to clients.
About Me:
Bill has extensive experience in financial planning, management, business development and project management with a number of companies including AXA Advisors, Supportive Oncology Services, Parexel, Quintiles and IBM.

Bill passed the CERTIFIED FINANCIAL PLANNER™ examination in November 2008 and is currently approved by the Certified Financial Planner Board of Standards as a CFP® professional. Bill is a Registered Investment Advisor.
My Ideal Referral is:
My clients are successful people who want to manage their resources well and make prudent financial decisions.
My Ideal Referral Partner is:
Other professionals such as CPAs, tax specialists, attorneys, personal coaches, etc.
Who referred you to inSide919?
Gaynor Fries
Website:
http://www.newcombfinancialadvisors.com
Linkedin Address:
http://www.linkedin.com/in/billnewcomb09
Facebook Business Page:
http://www.facebook.com/william.h.newcomb
919 Phone number (only add if you are okay with people calling you)
919-593-5545

Comment Wall (8 comments)

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At 2:53pm on January 11, 2013, Pat Howlett said…

William, I really want to help get you increased visibility both inside the 919 and outside so want to get you get involved with our Article Distributions system. In order to do this I need you to write 1 article so the RSS feed is created.

Take some time to go though the Article Marketing Training to best benefit from this and then write some quality Articles simply sharing your knowledge and insights - if you have a hard time starting simply Teach something that you know.

At 2:19pm on December 22, 2012, Pat Howlett said…

Hey William, want to take a minute and personally Thank you! for being Inside919, I wish you and yours Happy Holidays, a Very Merry Christmas and the Most Successful 2013 possible.

I promise to increase my efforts around here to increase your visibility, reputation and business connections. Let me know whenever I can be of help.

At 9:20pm on November 26, 2012, Gaynor Fries, 919 Director said…

William, thrilled that you signed up to join us. Hope you'll take full advantage of everything we have going on here - if you need any help in navigating the network, reach out at any time!

At 5:41pm on November 26, 2012, Pat Howlett said…

Hey William, appreciate you becoming an "Insider", I've added the "IN" badge to your profile, "Featured" you and have provided access to the "Insider Only Trainings.

We look forward to serving you and please let Gaynor, Stacey or myself know whenever we can be of help around here.

At 3:32pm on November 19, 2012, Pat Howlett said…

Hey William, I just send you an internal email - please let me or Gaynor know if we can be of any help in picking the right member option for your business goals.

At 5:02pm on October 3, 2012, Dave Baldwin said…

William,

Just saw that you requested to join the Triangle BNI group. I will need to verify your chapter to approve you. I'm sending you a friend request now so that we can communicate offline. Looking forward to having you aboard!

Dave

At 1:55pm on September 4, 2012, Gaynor Fries, 919 Director said…

Hi William,

Welcome to Inside919 - so glad you joined us here! This is a great network that provides REAL value to small businesses.

I wanted to share a couple of pointers:

1. I encourage you to review the 'Groups' page and join the "Business Networking In" Group for your town. Reach out to the other members there. There may be other Groups you find relevant that you may like to join.

2. Also make sure you're showing up in our new Business Directory(the key is to make sure the category name used in the Directory is in the "About my Business" field on your Profile (click "Settings" to the right).

3. Keep an eye on the Events Calendar which will give you a list of networking events or training sessions that other members have posted.

4. If you need any help or advice on the network, don't hesitate to reach out. I'm always here to help.

Good luck!

Gaynor

At 10:09am on September 4, 2012, Pat Howlett said…

Welcome William,
I'm glad Gaynor invited you to join us.

Take the time to look at the Member Guidelines and Membership Options.

Here is a video tour of the network so you can better understand how to put the network to work for you immediately.

We are a Paid Business Membership Organization (much like a Regional Chamber of Commerce), but you'll have 30 days to kick the tires and make sure that we're the right fit for growing your local business network and business.

Please let me know whenever I can be of help around here.

 
 
 
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