Company News

Bo Woodall Promoted to West Coast Regional Director

Feb 14, 2017

WALNUT CREEK, CA — February 14, 2017 — Newport Group, a leading provider of retirement plans, insurance, and consulting services, announced today that Bo Woodall has been promoted to Regional Director.

Mr. Woodall will be responsible for developing business relationships and identifying market opportunities to promote Newport Group’s retirement plan recordkeeping and administration services to third-party intermediaries. Based in the company’s Walnut Creek, CA headquarters, he will cover California, Nevada, Arizona and Hawaii. He will report to Senior Vice President of Institutional Sales Micah DiSalvo.

Mr. Woodall has nearly 20 years of experience in the retirement services industry, as a financial advisor and most recently with the numerous leadership roles he has held at Newport Group.

“This is an exciting time for our company. We believe that Newport Group is uniquely positioned as the industry’s largest advisor-sold, independent recordkeeper,” DiSalvo said. “Bo’s passion for our industry and his ability to earn the trust of key advisors is second to none. His background and experience will serve him well as he partners with retirement plan advisors.”

Mr. Woodall earned his bachelor’s degree from Auburn University in Alabama. He also holds the FINRA Series 65 securities registration.

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment adviser. when offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer.
Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.