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Noah S
CFP®, Series 66
Newtown, CT
Magnolia Private Wealth, LLC
Noah Schwartz is a CFP® with 20 years of industry experience, currently serving at Magnolia Private Wealth, LLC. He has held roles at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. since 2014 and operates his own advisory business since 2010. Outside of his advisory work, he is a member of Yankee Advisor Network, an insurance agency. Magnolia Private Wealth is an SEC-registered firm that serves individuals, trusts, estates, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm offers customized financial planning and portfolio management, emphasizing employee-plan consulting and access to private fund investments for qualified investors.
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