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$6 trn
UBS Group invested assets
As of 12/31/2024
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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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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