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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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