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Scott N

Series 63, Series 65

Coral Gables, FL

Transamerica Financial Advisors

Scott Newson is a financial advisor with Transamerica Financial Advisors in Coral Gables, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at WealthWave and CPA tax and estate consulting, as well as serving as treasurer and director for Morne-Pele Christian School, a nonprofit supporting education in Haiti. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses through a large network of advisors and multiple program platforms.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Roger M

Series 63, Series 65

Coral Gables, FL

Transamerica Financial Advisors

Roger Madon is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at firms including Equitable Advisors, Primerica Financial Services, and Lincoln Financial Advisors. In addition to his advisory role, Madon is the owner of Madon Malin, P.C., a law firm where he represents clients as a labor lawyer. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Nicole S

Series 63, Series 65

Coral Gables, FL

Transamerica Financial Advisors

Nicole Selman is a financial advisor with Transamerica Financial Advisors in Coral Gables, FL, holding Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Align Results LLC, Primerica Advisors, and WFGIA. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, discretionary and non-discretionary programs, and maintains affiliated retirement and recordkeeping entities.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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