About Us
Newport Financial Advisors, LLC was formed to better serve the insurance and financial needs of businesses, individuals and families throughout the communities of St. Louis and St. Charles counties in Missouri.
We are an independent brokerage providing a broad range of insurance and financial services. We are aligned with the best financial institutions in the world and with strategic partnerships locally to ensure our clients have access to a wide range of products and services to best meet their specific needs. Nothing is more important to Newport Financial than personalized service for each of our clients. We refuse to be an absentee provider; we are always there when our clients need us. We pride ourselves on proactively recognizing change that impacts our clients, and on bringing continuous, ongoing solutions before problems arise.
Renee Sigmund, Principal
Twenty-five years of progressive assignments in the allied healthcare and insurance fields have fully prepared Renee Sigmund for her position as a Corporate and Individual Insurance Specialist. A Chicago-land native, Renee moved to St. Louis and began working as a dental assistant and office manager. From there she went on to successfully represent multiple insurance carriers in a sales/marketing capacity, including working directly for Metropolitan Life, Group Health Plan and Blue Cross Blue Shield. This combination and diversity of experiences has enabled Renee to view her work and strategies from both a clinical and corporate standpoint which she credits as her key to success with her current clientele.
Ms. Sigmund works closely with business owners and decision makers to help them attract and retain employees by providing ongoing, successful strategies for employee benefits and financial planning, and by developing solid plans for business disposition upon retirement, death or disability. Renee has the experience and expertise to give business owners more control of their companies through thoughtful implementation of appropriate strategies that fit the needs of her clients. She is a master at helping corporate employers and individuals develop attainable financial objectives, and follows through to achieve those objectives via various creative and innovative financial products and services specifically designed to meet each individual's present and future needs. She recognizes the situation is different for each business or individual, and develops strategies accordingly.
In addition, Ms. Sigmund provides ongoing reviews, monitoring and revisions of client programs as situations change and the insurance industry moves forward. She provides sound financial solutions for the everyday concerns of individuals and families, including medical insurance, protection against loss of income, college funding, life insurance, and more.. Renee also edits and produces a quarterly newsletter designed to keep her clients informed on current trends and updates in the industry.
Personal Philosophy:
Believe in yourself... know what you want and you will make it happen!
Background & Qualifications:
- Series 6 and 63 Licensed
- Licensed in Missouri, Illinois, Texas (life, health, accident, mutual funds and annuities)
Previous:
- Financial Services Representative, Metropolitan Life
- Account Executive, (large group sales) Blue Cross Blue Shield
- Account Executive, (small and large group sales) Group Health Plan
- Account Executive, (managed care division) Metropolitan Life
- Dental Assistant/Office Manager, C. B. Lammert, D.D.S.
- Professional Cheerleader, St. Louis Football Cardinals Organization