Noelle is a Registered Client Relationship Specialist and holds Series 7 and Series 66 licenses. She has worked in the wealth management arena since 2002 and has worked on our team since 2007. Her responsibilities include all aspects of client service and administration, including research and preparation for comprehensive client reviews. She also assists with client events and business development.
Noelle graduated from the University of South Florida in Tampa Florida in 2000 with a bachelor’s degree in Communications. In addition, she studied at the Sorbonne in Paris in 1999.
Noelle enjoys training for triathlons. She also enjoys hiking and traveling.
Ironman Louisville 2015 Albany Marathon 2016