Noah Pliss
Registered Wealth Management Client Associate | Hall Crawford Group
- Role
- Registered Wealth Management Client Associate at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Noah Pliss
Noah is a CERTIFIED FINANCIAL PLANNER® professional and holds his Series 7 and 66 FINRA registrations. He joined Merrill after graduating with his B.A. from Vassar College in 2020. Noah is detail-oriented and hard-working, dedicated to serving the clients of the Hall Crawford Group with excellence. He strives to deliver the seamless experience clients deserve and rely upon. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Experience
Registered Wealth Management Client Associate
Oct 2023 — Present
The Hall Crawford Group is committed to managing and preserving clients\' wealth, building their legacy, and providing ongoing guidance through every stage of their family\'s life. Highly approachable and engaging, we focus on developing strong, long-term relationships and working with clients to navigate challenges, capitalize on opportunities, and help ensure their financial goals are always within reach.
Education
Vassar College
Bachelor's Degree
2016 — 2019
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