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Noelle S

Series 63, Series 65

Asheville, NC

Capital Analysts

Noelle Smith is a financial advisor with Capital Analysts based in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 23 years. Outside of her advisory role, she serves as Treasurer of the Broadway Asheville Homeowners Association. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, providing both discretionary investment management through an in-house team and non-discretionary options via advisors and external managers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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