Bill Newell, CFP®, PFP, CDP, GEPC®

President and Senior Financial Advisor for Atlantic Capital Management, Inc. 

Bill is a former Marine and Vietnam veteran.   Bill graduated from the University of California – Santa Barbara with a degree in economics.   In 1986 he earned a postgraduate credential in Financial Planning from UCLA.   He holds numerous professional designations in the areas of Financial, Retirement, Estate and Divorce Planning and is NASD Series 7, 63 and 24 licensed.

As a financial columnist his articles and opinions have been published in – the Boston Business Journal, New York Times, Boston Globe, Boston Herald, Wall Street Journal, Kiplinger’s Personal Finance, USA Today and various local newspapers.

Bill has hosted "The Money Talk Show"  96.9FM Boston and been a guest on the Business Talk Radio 1030AM.

He is a Registered Principal with LPL Financial – an independent broker dealer.  He is the founder and President of the Metro-west CPA / LAW Forum, which provides continuing professional education to CPAs and Attorneys.  He has contributed to the investment industry as an “Arbitrator” for the National Association of Securities Dealers, NASD. 

Bill’s local community service work has included a two-year term as Chairman of the Hopkinton Economic Development Commission.  He is also a founding member and Treasurer of a non-profit veteran’s memorial Foundation providing college scholarships to needy high school graduates. He currently serves on the Board of Directors of The Brain Injury Association of Massachusetts.  Bill founded Atlantic Capital Management in 1987.