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Erick Newton - Managing Director, Senior Wealth Advisor

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Erick Newton, CFP®

Erick Newton,
CFP®

Managing Director, Senior Wealth Advisor

Scottsdale, AZ

Erick Newton - Managing Director, Senior Wealth Advisor

Erick Newton,
CFP®

Managing Director, Senior Wealth Advisor

Scottsdale, AZ

After moving extensively with his military family, Erick has called Arizona home since he was nine years old.
Office Locations Served

Scottsdale, AZ

Professional Summary

Drawing on his skills in project management, strategic planning, client relations, and 30 years of experience in financial services, Erik focuses on exceeding expectations and providing each of his clients with the care and consideration they value.

Previous Work Highlights

Served as the Chief Compliance Officer for Copperwynd Financial before its partnership with Lido in 2025. Prior to that, Erick spent half of his career in senior leadership roles at a major national broker/dealer.

Personal Facts

He enjoys spending time with his family and is a recreational swimmer and water polo player.

Education & Certifications

B.S., Finance and Accounting, University of Arizona; M.B.A., W.P. Cary School of Business, Arizona State University

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Erick Newton, CFP®

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.