NobleBridge Wealth

Kelly Lawrence is a financial advisor with NobleBridge Wealth Management in Charlotte, NC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. Prior to joining NobleBridge in 2018, Lawrence worked at Merrill Lynch from 2012 to 2018 and was affiliated with Tag Insurance Services for two years. Outside of advising, Lawrence is a member and co-investor in a real estate agency, Mastermind Alliance Realty. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a strategic core allocation combined with active tactical overlays and uses both quantitative and qualitative methods to select managers, while also providing educational seminars and insurance products through an affiliated agency.

Corey Franco is a financial advisor at NobleBridge Wealth with 26 years of industry experience and holds a Series 66 designation. He has worked at several firms including Herbert J Sims & Co Inc and various NobleBridge entities since 2012. Outside of his advisory role, he is a managing member and founder of an insurance agency and serves as a volunteer on the board of trustees for the Grover Cleveland Park Conservancy. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and tax-planning services. The firm employs a model-driven investment approach combining strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

Alvin Lartigue Castro is a financial advisor with NobleBridge Wealth in Weston, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and several NobleBridge entities. Outside of advisory work, he is active as a yacht broker, dedicating approximately 10 hours per week to boating sales consulting. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm employs a combination of strategic core allocation and active tactical overlays, selecting managers through both quantitative and qualitative methods, and provides a range of model-driven investment tools and insurance products.

Stuart Rainer is a financial advisor with NobleBridge Wealth in Herndon, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with NobleBridge Wealth Management since 2019 and previously served at Avenir Private Advisors, Great Lakes & Atlantic Wealth Management, and as a private consultant. NobleBridge Wealth Management is an SEC-registered firm with a seven-adviser team managing approximately $214 million in assets, serving individuals, high-net-worth families, retirement plans, trusts, and foundations. The firm uses a combination of fundamental, quantitative, and technical analysis across various investment strategies and offers a range of services including financial planning, retirement plan consulting, and third-party manager selection.

Amos Warren is a CFP® and CFA® with five years of industry experience. He is currently with NobleBridge Wealth and previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm combines strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

Martin Herrmann is a financial advisor at NobleBridge Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Cash Edge, where he serves as President overseeing mergers and acquisitions of advisors, Millington Securities, Hanlon Investment Management, Northern Lights Distributors, and FSC Securities Corporation. He dedicates a small portion of his time to prospecting advisors for mergers and acquisitions outside of securities trading hours. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm uses a combination of strategic core allocation, active tactical overlays, and model-driven tools, with a focus on both quantitative and qualitative manager selection.