Noel has over 12 years of financial services experience working with companies such as Charles Schwab, Merrill Lynch, and Fidelity Investments. From experiences gained over the years, Noel knows that listening to a client’s situation with a broad perspective helps in building a financial plan based on their biggest concerns.
Noel’s education includes a Bachelor of Arts in English from Rollins College in Winter Park, Florida and he also holds a law degree from Western Michigan University Cooley Law School. Additionally, Noel is a CERTIFIED FINANCIAL PLANNERTM professional and is a continual student of the industry, studying as a candidate for the CFA Level I Exam.
