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Grafton Newman Jr.

Advisor at Silver Oak Securities, Incorporated

Updated today

Location

Santa Rosa Beach, FL

Credentials

ChFC®, Series 63

Industry experience

43 years

About

Grafton Newman Jr. is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with William E. Hopkins & Associates, Inc. since 2006 and has been self-employed in insurance and investment-related roles since 1985. Outside of securities, he manages a life insurance business offering equity and fixed annuities as well as long-term care insurance. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm provides tailored portfolio management and financial planning through a network of more than 100 professionals, using both internal and third-party due diligence to support its investment strategies.

Client services

Based on Silver Oak Securities, Incorporated

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Silver Oak Securities, Incorporated

Charitable giving & philanthropy

Occupation focus

Based on Silver Oak Securities, Incorporated

Executive Founder/Business Owner

Demographic focus

Based on Silver Oak Securities, Incorporated

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Financial planning flat fee up to $35,000; Align Wealth Management fixed annual fee $15,000 - $75,000.

Percentage

$0+: Negotiable up to 2% annually (Advisor Fee) $0+: Platform Fee: $45 per year per account plus 0.08% - 0.15% annually (Compass) $0+: Platform Fee: $45 per year per account plus 0.05% - 0.25% annually (AdvisorFX)

Commissions

Financial Professionals may receive commissions for securities and insurance products as registered representatives and agents.

Project-based

Financial planning and consultation fees: $300 per hour.

Other

Fee-only: Financial planning and consultation fees: $300 per hour; $300 per month; or $35,000 flat fee.

Location

Santa Rosa Beach, FL

Most active in

Florida · Tennessee · Texas

Work history

William E. Hopkins & Associates, Inc.

2006 - Present (20 years)

Self Employed - Insurance/Inv.

1988 - Present (38 years)

Guardian life Insurance Company

1985 - Present (41 years)

Self Employed - Independent Broker

1985 - Present (41 years)

A L Gray Agency

1985 - Present (41 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Murray H

Series 63, Series 66

Freeport, FL

Hornsby Asset Management, LLC

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Active portfolio management
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Joshua S

Series 66

Niceville, FL

Future Path Financial Planning

Joshua Scannell is the principal of Future Path Financial Planning and holds a Series 66 designation with one year of industry experience. His prior roles include positions at Legacy Growth Wealth Management, Eagle Strategies, NYLIFE Securities, and Atlas Financial Strategies. Outside of financial advising, he has experience working with SunQuest Cruises and in educational roles at the University of West Florida and North West Florida State College. Legacy Growth Wealth Management provides investment management and financial planning services to individual and high-net-worth clients. The firm uses a mix of passive and active strategies based on modern portfolio theory and manages accounts on a discretionary, fee-only basis.

Business ownership considerations Debt management College savings (529s, UTMA, etc.) General retirement planning
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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is the sole advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones Investments. Outside of his advisory role, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm operates as a single-advisor practice with a primarily non-discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Options & derivatives strategies Annuities Real estate investing

Brian O

CFP®, EA

Niceville, FL

Winged Wealth Management and Financial Planning

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

General retirement planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Government Employee Gen X (Born 1965-1980)
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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