Noah R. Parris

About Noah R. Parris

When your financial life includes concentrated equity, complex tax exposure, or an…

Experience

1. Wealth Management Advisor, Cfp

   Northwestern Mutual

   Jan 2011 — Present · Tulsa, OK, US

   Noah Parris is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and holds the CERTIFIED FINANCIAL PLANNER™ certification. Noah Parris and team works in two primary areas: 1.) Corporate Executives, Directors, and Managers – Noah Parris and team works with the individual household of corporate stakeholders who have stock incentive plans of various kinds (RSUs, Incentive Options, and ESPPs) to assist them in the following areas:• Re-position some level of their stock incentive grants designed to improve diversification, while helping to improve their tax outlook over time. • Managing timing and sequence risk of their assets• \"Quarterbacking\" the different phases of 1.) the accumulation phase and 2.) the distribution phase• Helping to reduce the impact of taxes today and later in life• Life insurance, disability insurance, and long-term care insurance through the quality of Northwestern Mutual• Rollover IRA, IRA, Roth IRA, Roth IRA conversion strategies and investment management services• Creating habits and structure to drive successful habits• Facilitation of the estate planning process with clients\' estate planning attorney to carry out desires and wants. 2.) Closely held business owners – Noah Parris and team helps the business owner to plan for the business through reducing their risk, assessing tax-efficient strategies, diversifying their balance sheet, and bringing solutions in the following areas:• Buy-Sell and business succession planning• Executive Benefits – SERP, non-qualified deferred compensation plans, and bonus plans for key employees• Group benefits – group disability and life insurance• Business retirement plans – 401(k), SIMPLE IRA, SEP IRA, and others• Generational planning and wealth management for the family, including trust servicesFor additional information, send Noah Parris a LinkedIn message or visit his website:

Education

• Oral Roberts University

  B.S., Management, General Business

  1994 — 1996

• Oklahoma State University

  MBA, Investment Finance

  2000 — 2003

Skills

• Sales
• Marketing Strategy
• Strategic Leadership
• Training
• Life Insurance
• New Business Development
• Finance
• Succession Planning
• 401k Rollovers
• Team Building
• Management
• Insurance
• Customer Service
• Recruiting
• Strategic Planning
• Crm
• Team Leadership
• Coaching
• Sales Management
• Networking
• Financial Planning
• Business Planning
• B2b
• Nonprofits
• Public Relations
• Marketing
• Public Speaking
• Leadership
• Contract Negotiation
• Start-Ups
• Project Planning
• 401k
• Disability Insurance