Senior Vice President - Wealth Management
Visit my personal page
Noel has partnered with various families, individuals, and retirement plans around Northeast Ohio to navigate through some of the most turbulent times in the financial markets over the last century. He emphasizes asset allocation and total portfolio management with a focus on reducing risk and working towards obtaining financial goals. He is passionate and committed to learning and improving his process on behalf of his current and prospective clients. Noel earned his Bachelor's Degree in Economics from John Carroll University. Shortly after, he began his career with Merrill Lynch and then McDonald Investments. He is FINRA-registered and holds his Series 7, 9, 10, 63 and 65 securities licenses as well as licenses for Life and Health Insurance and Variable Annuities. He and his wife, Mary, currently reside in Hudson, Ohio with their three daughters. They feel fortunate to live in such a great community of which they are active participants. In his free time, Noel enjoys playing hockey and spending time with his family.
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, MI, MO, NC, NV, NY, OH, OR, PA, SC, TX, VA, WA