Graeme Eric Newhouse
Advisor at Merrill — Portland, OR 1211 SW 5th Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
38 years
Location
Portland, OR 97204
Merrill
Institution
Graeme Newhouse is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after spending 20 years at UBS, accumulating over three decades of experience in the financial industry. Graeme has developed expertise particularly in corporate retirement plan distributions, employee stock option and restricted stock plans, along with serving clients in corporate benefits, executive compensation, and portfolio management services.
Graeme employs a planning-based approach to help clients prepare for significant life decisions and transitions. He works continuously with clients from the initial goal-setting stage through to the formulation, implementation, and review of customized financial strategies. As a Portfolio Manager, he manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
He holds a Bachelor of Science degree in Economics from Portland State University and is a CERTIFIED FINANCIAL PLANNER® certificant. Graeme is a member of the National Association of Stock Plan Professionals (NASPP), having served as past Portland Chapter President, and is affiliated with the Financial Planning Association. A lifelong resident of Clackamas County, he lives in Happy Valley with his wife, Linda. Outside of work, Graeme participates in outdoor activities such as hiking, fly-fishing, hunting, and traveling and has served on the Happy Valley Parks Advisor Board and organized the Community Garden Project.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Portland, OR 1211 SW 5th Ave
1211 SW 5th Ave, Pbig Portland Private Wealth
Portland OR 97204
Advisors at this office
44
Hawaii · Texas
38 years of industry experience
BANK of AMERICA, N.A.
2010 - Present • 16 years
Portland, OR
Merrill
2008 - Present • 18 years
Portland, OR
UBS Financial Services
2005 - 2008 • 3 years
Portland, OR
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