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Barron’s Winner’s Circle, Top Women Advisors Summit, West Palm Beach, FL December 2018
Sarasota Architectural Foundation Mod Weekend, November 2018
Robert W. Baird and Co. does not offer tax or legal advice.
Consideration for inclusion in The FIVE STAR Wealth Manager - Overall Satisfaction program includes an analysis of peers' and firms' responses to a satisfaction survey. Only wealth managers with five years of experience in the financial services industry are considered. Additionally, the wealth managers who have made the list are required to certify that their license(s) has never been suspended or revoked by a regulating authority (e.g., FINRA or other regulatory agency) and that they have not had more than three customer complaints filed against them with a regulating authority where at least one complaint resulted in a settlement payment by them.
The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services nor should it be inferred that the responses used from the survey represent the experience of all clients. Past performance does not guarantee future success.
Senior Client Specialist
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.Education
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.Personal
Noelle enjoys spending time with friends and family. She loves to swim in the Gulf of Mexico and enjoys taking vacations to places where she can hike.
A holistic approach to wealth management