Newcomb Financial Advisors, LLC
Registered Investment Advisor


Bill Newcomb
Newcomb Financial Advisors, LLC

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 earned his Bachelor’s degree from Dartmouth College.  He went on to obtain a JD degree from Albany Law School and an MBA in Finance from the University of North Carolina at Chapel Hill.  More recently, Bill added an Executive Certificate in Financial Planning degree through Duke University.  He 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 an Investment Advisor Representative with Newcomb Financial Advisors, LLC, which is a Registered Investment Advisor.  Prior to founding Newcomb Financial Advisors, LLC, Bill worked as a Financial Consultant with AXA Advisors providing all aspects of financial planning and investment management services.

Bill resides in Chapel Hill, NC and is a long-time member of St. Thomas More Parish.  He is an active member of the Financial Planning Association and their local chapter, the Financial Planning Association of the Triangle.  Bill currently serves as Chair of the St. Thomas More Parish Finance Council, and his wife, Joan, teaches at St. Thomas More Elementary School.

Bill treats every client with respect and integrity, providing independent, sensible financial analysis and investment management advice.


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