Begin with a plan

For your goals. For your future.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Noel Becker

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA

  • Forbes Best-in-State Wealth Advisors, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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


  • Bachelor or Science, Economics, John Carroll University
  • St. Ignatius
43 Village Way
Suite 201
Hudson, OH 44236
  • (330) 655-7441

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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