As a Senior Wealth Management Associate, Noel uses analytical tools and analysis to ensure that financial plans are documented and achievable. His goal is to help communicate this to the Lead Advisor and the clients we serve. He continually reviews investment portfolios to confirm they remain in alignment with long-term strategic allocations and objectives. Additionally, he reviews plan progress over time and works with Lead Advisors to help monitor, implement, and communicate that progress to ensure the families we serve feel confident in all aspects of their financial life. Noel has always had an interest in financial planning and wanted to work for a firm that provides the conflict-free f