Schedule to meet Noelle

Noelle cares deeply about her clients and the multi-generational relationships she has formed since she started her career in Private Wealth Management in 2004. She joined Baird in 2011, and prior to that, Noelle worked for A.G. Edwards.  She provides strategic, goal-oriented wealth management solutions and investment advice to working professionals, retirees, families and business owners. She believes in taking a collaborative approach to financial planning and advising.

Noelle graduated from the University of South Florida in Tampa,, Florida, with a bachelor’s degree in Communications. In addition, she studied at the Sorbonne in Paris in 1999. Noelle earned the Certified Financial Planner professional certificate from Northwestern University in 2020. Noelle holds Series 7 and 66 licenses as well as Life, Long-Term Care, and Annuity Insurance licenses. 

She proudly serves on The Women's Exchange Board. Outside of work, Noelle enjoys traveling to new places to hike, swimming in the Gulf of Mexico, and being a member of the open-water group Meet Me at Blue.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and  in the U.S., which it awards to individuals who successfully complete CFP^® Board's initial and ongoing certification requirements. 

Please visit brokercheck.finra.org for states in which I am registered. 

Lewis Has over 11 years in financial services and works with Noelle to coordinate a smooth and effective client experience. He cares deeply about our clients and building long term relationships.

Lewis has been with Baird since 2024 and previously worked for Chase Private Client. Lewis was born in London, England, moving to Sarasota in 2002 with his parents and brother. He attended Riverview High school and Florida Gulf Coast University, graduating in 2013 with a Bachelors Degree. Lewis resides in Nokomis with his two daughters. In his spare time he enjoys going to the gym and watching Chelsea Football Club.