Noble Family Wealth

Cullen Duquette is a Series 65-licensed advisor at Noble Family Wealth with experience at Northern Trust and Bank of New York Mellon. He joined Noble Family Wealth in 2025 and is based in Clearwater, FL. Noble Family Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $400.6 million in discretionary assets. The firm serves primarily higher-net-worth clients and employs a tactical, multi-asset-class investment approach tailored to each client’s objectives and risk profile.

Sandra Nesbit is a financial advisor at Noble Family Wealth with 27 years of industry experience. She holds a Series 66 designation and previously worked at Mainsail Capital Group, Mercer Advisors, National Advisors Trust Company, and GFS Private Wealth. Outside of her advisory role, she manages two boat holding companies. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, primarily serving higher-net-worth clients. The firm employs a tactical, multi-asset-class allocation approach tailored to clients’ objectives and risk profiles, utilizing ETFs and various strategies including options and short sales.

Marney McKee is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in guiding clients through personal retirement planning, college education planning, philanthropic planning, and investment strategy. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, along with Series 7 and Series 66 FINRA registrations and licenses in Life & Health Insurance and Variable Annuities. Marney’s professional approach emphasizes a disciplined, client-focused process that prioritizes understanding each client’s unique financial situation and long-term goals. Originally from coastal North Carolina, Marney earned her Bachelor's degree from East Carolina University with a major in Art Education and completed the accredited certificate program at Wake Forest University School of Business as part of her CFP® certification requirements. Before entering financial advising, she held roles at MCIWorldcom, Time Warner, and Molly's House as Operations Manager. Since joining the financial industry in 2017, she has concentrated on helping clients develop personalized financial strategies. Marney is involved in multiple community organizations including the Council on Aging Martin County Meals on Wheels, Hobe Sound Woman's Club, MartinArts Foundation, Stuart Area Alumnae Panhellenic Association, Treasure Coast Vintage Car Club, and Women in Philanthropy. Outside of work, she enjoys boating, painting, traveling, and spending time with her family.

Greg Willsey is a CFP® professional with 34 years of experience in the financial services industry. He currently serves at Noble Family Wealth, LLC and has previously worked with Mercer Global Advisors Inc. and GFS Private Wealth LLC. Outside of advisory work, he is involved in managing several non-investment LLCs, including those owning boats and an office building, as well as a business management consulting firm. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical, multi-asset-class investment approach tailored to client objectives and risk profiles, utilizing ETFs and various hedging strategies.

Matthew Szabad is a CFP® professional with 17 years of industry experience, currently serving at Noble Family Wealth. His prior roles include positions at Raymond James & Associates, USAA Investment Management Company, Uber, USAA Financial Planning Services, USAA Financial Advisors, Bank of America, and Merrill. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations, managing approximately $400.6 million in discretionary assets. The firm works primarily with higher-net-worth clients and employs a tactical, multi-asset-class allocation strategy tailored to each client’s objectives and risk profile.

Brian Glas is a CFA® charterholder with 14 years of industry experience. He is currently with Noble Family Wealth in Clearwater, FL, where he has worked since 2021. Prior to that, he spent eight years at Northern Trust Corporation. Noble Family Wealth provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $400.6 million in discretionary assets. The firm focuses on tactical, multi-asset-class portfolio allocation tailored to client-specific objectives and risk profiles, primarily using ETFs and a range of strategic hedging techniques.