Bill Newman

Bill joined Koller Financial Services in 2012, a satellite office of Freedom Street (2020), and is a Client Service Administrator. In his role, Bill is responsible for a wide range of essential functions that ensure our operations run efficiently. These functions include maintaining records, documentation, effective communications, scheduling, routing, processing client requests, and overall administrative support to the team.

Both clients and colleagues know Bill for his patience, persistence, and perseverance. He is driven by contributing to a culture of service and takes pride in his efforts to build realistic goals and expectations for our clients, leading to financial security. Whether it’s putting a smile on someone’s face, taking the time to invest in continuous learning, or dissecting a complex problem for the team, he is a versatile and supportive resource to all of those who work with him.

Bill's knowledge of the industry comes from his time with our team and his extensive business and industry experience. From 1984-2012 he ran a computer services firm in Fairfax, VA, as the V.P., CFO, and co-founder. The firm was one of the first in the country to support portable computers then laptops followed by notebooks. He was able to grow the firm from a two-person organization to nearly 100 employees in four states. He started his career working his way through customer service ranks to a management position in the retail horticultural industry.

Bill earned a Bachelor of Science in Commerce from the University of Virginia. In the financial industry, Bill is Series 7 licensed and hold a Virginia insurance license.