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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Senior Vice President–Wealth Management
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 Bachelors 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, Long Term Care 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
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 Bachelors 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, Long Term Care 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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