Adfi_logo

Noah Wills | Financial Advisor

Profile img for Noah Wills, financial advisor at Fortuna Wealth
Boca Raton, FL
Noah Wills
Financial Advisor
Financial Advisor at
Fortuna Wealth

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Noah Wills is an Financial Advisor that joined Fortuna Wealth in February 2023. Prior to joining Fortuna Wealth, Noah was with Lenox Advisors in NYC for the past 4 years. Noah focuses on guiding clients through all of life’s phases, from implementing investment strategies designed to address their long-term goals to their day-to-day needs in retirement or on their way to retirement. To provide clients with the best possible support as they pursue their long- and short-term goals, Noah follows a disciplined process of assessing each client’s financial picture, determining their risk tolerance, and then building and executing an investment plan designed to align with their specific needs. As they move forward, he reviews their plans and periodically meets with them to review their portfolios, assess their goals, and makes adjustments whenever necessary to help ensure they remain on track to achieving their objectives. Noah earned his degree from The Pennsylvania State University Main Campus finishing with his Bachelors in Science in Information Sciences in technology. Noah also spent time as an analyst for the Penn State Investment Association. He is currently a part of the Penn State Alumni Board (NYC), also holding a director seat on the board. He holds FINRA Series 6, 7, 63 and 65 registrations, life and health insurance licenses, and is a Certified Long Term Care Consultant designation (CLTC). Noah is a native of Rockland County, NY. He recently moved down to Boca Raton, FL. Noah enjoys golf, The NBA, and being an avid film critic.
More

Specialties and Expertise

9
Tax Minimization Investment Strategies
Cash Flow Analysis
College Planning
Portfolio Construction
Retirement Income
Alternative Investments
High Net Worth Planning
Succession Planning
Trust Services

Clientele

9
Retirees
New Investors
Business Owners
Divorcees
Partners at Law Firms
Professional Athletes
Wealthy Families
Inheritors
High Net Worth Individuals

Credentials and Designations

4
credentialsImg

Security Industry Essentials®

credentialsImg

Series 7 - General Securities Representative Exam

credentialsImg

Series 63 - Uniform Securities State Law Examination

credentialsImg

Series 65 - Uniform Investment Adviser Law Exam

Education

1
Penn State BeaverInformation Sciences & Technology, With a context in Integration and Application. Dual Minor in Business & Liberal ArtsYear Obtained: 2019

Job History

1
Lenox AdvisorsAssociate2019-2023
Quick Facts About Noah
Years of Experience:5 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

service_img
More

Investment Management

service_img
More

Business Retirement Solutions

service_img
More

Investment Planning

service_img
More

Pricing Models

AUM

Proof of License

SEC Profile
profile_picture
Boca Raton, FL
Noah Wills
Financial Advisor
Financial Advisor at
Fortuna Wealth
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
Advisor Disclosure
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fortuna Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. © 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC Member FINRA/SIPC.