Josh Palmer

Role: Director of Financial Planning at The Noble Group
Location: Dallas-Fort Worth, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Josh Palmer

Over 22 years in the financial services industry with a wide range of skill sets…

Experience

Director of Financial Planning
The Noble Group
Present

Education

Texas Tech University
Master of Science (M.S.), Consumer Economics / Financial Planning
1999 — 2001
Texas Tech University
Bachelor of Science (BS), Chemistry
1995 — 1999

Skills

Investment Management
Wealth Management
Certified Financial Planner
Wealth Management Services
Asset Allocation
Asset Managment
Iras
Retirement
Strategic Financial Planning
Etfs
Investments
Series 7
Investment Advisory
Investment Strategies
Series 63

Contact information

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Work email
•••••@thenoblegroup.com
Personal email
•••••@•••••.com
Direct dial
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Current company

The Noble Group

Financial Services · 37 employees · Founded 1996 · Sugar Land, Texas, United States

Whether partnering with you to develop a comprehensive financial plan for your family or establish and manage corporate retirement plans, we're here to guide you through the journey–from education to realization. Serving Sugar Land, Houston, Plano, Dallas, greater Texas, and beyond, our team’s steadfast focus is on developing effective, efficient, and comprehensive financial planning for individuals and families, as well as wealth management for corporate retirement plan sponsors and participants. We approach your financial plan with an in-depth discovery process to evaluate your risk tolerance and financial goals, then begin building a comprehensive and custom financial plan for you or your company designed to give you a greater ability to pursue your goal and objectives. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with The Noble Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. www.finra.org

thenoblegroup.com

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