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.
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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
Security Industry Essentials®
Series 7 - General Securities Representative Exam
Series 63 - Uniform Securities State Law Examination
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
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