Newport helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services. Since 1985, they have been a growing and dynamic enterprise, providing solutions to some of the most respected companies in the United States, from small businesses to the Fortune 1000.

Finance

Newport Group

The Lake Mary office specializes in client services, accounting, financial planning, and insurance operations.

Lake Mary

The St. Petersburg office focuses on client service and technology solutions, enhancing customer relationships and operations.

St. Petersburg

Newport Group's headquarters in Walnut Creek, CA, United States

Kate Gaither

John Shields

Elizabeth Fischman

Sheryl Rodriguez

Glenna Bayles

Corey Martin

Mark Turaniczo

Brandon J. Edwards

John Cain

Barbara Decker

Kari Sibilia

Thomas Walter Nielsen

Scott Pollack

Audriel L.

Trey Stover

Griffin S. Jenkins

Whitney Ames

Liz Fenton

Teresa Sherrard

Amy Wheeler

Ryan Skae

Manny Villa

Steven Powers

Raghunadha Kotha

Nathan Halsey

Curt Burris

Monica Tokarsky

Donna Bennett

The Client Services Team at Newport Group is dedicated to ensuring client satisfaction and maintaining strong relationships with their corporate clients. This team manages client accounts, provides personalized support and consultation, and ensures the seamless delivery of Newport's retirement, insurance, and consulting services. Their goal is to deliver exceptional service and tailored solutions to meet the unique needs of each client, from small businesses to Fortune 1000 companies.

Client Services Team

This department focuses on managing and nurturing relationships with clients to enhance satisfaction and loyalty.

Client Relations

This department manages and consults on various retirement plan services, including both qualified and non-qualified plans for clients.

Retirement Plans

This department focuses on managing client interactions and delivering support for non-qualified services.

Client Services

This department focuses on maintaining and enhancing client relationships and managing service delivery across various sectors.

Relationship Management

This department manages financial records, oversees budgeting processes, and ensures compliance with accounting standards.

Newport Group

Org chart

Teams

Client Services Team

Client Relations

Retirement Plans

Client Services

Relationship Management

Accounting Department

Offices

Newport Group

Org chart

Teams

Client Services Team

Client Relations

Retirement Plans

Client Services

Relationship Management

Accounting Department

Offices

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