William F. Denney, CLU

William F. Denney, CLU, joined Newton One Advisors, LLC, on June 1, 2006. After spending over 19 years with Northwestern Mutual Financial Network, Mr. Denney was named Executive Vice President responsible for business development and operations. Bill specializes in working in the ultra-affluent marketplace dealing in complex planning for business succession and continuity, retirement, estate and charitable needs. Bill received his B. S. in Marketing from Penn State University and is a former Board Member of the Union League of Philadelphia. Currently, Bill is the Secretary and Treasurer of the Wilmington Tax Group, as well as a member of the Delaware Estate Planning Council, the Delaware Captive Insurance Association, and the Mid-Atlantic Hedge Fund Association. He is a qualifying member of the Million Dollar Round Table and has earned numerous industry honors. Bill has earned his Chartered Life Underwriter (CLU) designation and also holds NASD Series 6, 7, 63, and 65 licenses. Bill is married with three children and resides in Wallingford, PA and Far Hills, NJ. He enjoys golf, tennis, fly fishing, and coaching his children’s sports.

Securities offered through M Holdings Securities, Inc., a Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC.
Advisory Services offered through M Holdings Securities, Inc. and/or Newton One Advisors.
Newton One Advisors is independently owned and operated.

131 Continental Drive, Suite 206 (map)
Newark, DE 19713

Phone: 302.731.1326
Fax: 302.455.9089

Securities products may be sold in the following states: AZ, CA, CO, DC, DE, FL, GA,
ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NE, NC, NJ, NM, PA, TN, UT, VA, WI, CT, NY, TX WA.