Steve Newlin

Steve Newlin is a financial consultant in Greenville, SC. He serves individuals and families who need comprehensive wealth management, focusing on fiduciary and administrative matters for trusts and investment accounts. His services include estate and tax planning, trust solutions, cash‑flow analysis, and financial education for descendants, all aimed at aligning clients’ wealth‑transfer goals with their broader life objectives. As a Senior Fiduciary Officer and Vice President at First Citizens Wealth, he draws on the firm’s 125‑year heritage to guide clients throughout the Greenville area.

At First Citizens Wealth, Newlin works within a team that emphasizes strength, stability, and consistency. He provides customized advice and tailored strategies, coordinating with clients’ tax and legal professionals to address both current tax situations and long‑term planning needs. Leveraging tools such as MoneyGuidePro, he designs personalized financial plans that reflect each client’s unique vision. His educational background includes a BBA in Accounting from the University of Texas at Austin, an MBA from the University of Houston, and a Juris Doctor from the University of Houston, underscoring his expertise in both financial and legal aspects of wealth management.

The office is located at 325 West McBee Avenue, a short walk from South Academy Street and North Academy Street. It sits just a few blocks from cultural and recreational landmarks, including the Centre Stage theater, Linky Stone Park, and Prospect Hill Plaza garden, as well as the Wonder Center clinic. These nearby points of reference place Newlin’s practice firmly within the vibrant core of downtown Greenville.

Steve Newlin’s deep fiduciary expertise and personalized approach make him a trusted financial consultant for Greenville residents seeking reliable, tailored wealth‑management solutions. His connection to First Citizens’ long‑standing legacy adds an extra layer of confidence for clients planning their financial futures.

Services:

• Cash Flow Planning
• Customized Lending
• Debt Management
• Estate Planning
• Financial Education for Heirs
• Personal Banking Solutions
• Tax Planning
• Trust Administration