Boca Raton, Florida, United States
Noah S. Wills joined The Sharpe Group of Oppenheimer & Co. Inc. in their Boca Raton office in 2024, bringing with him a wealth of expertise in guiding clients through their financial journeys. Focusing in assessing risk tolerance and crafting personalized investment strategies, Noah is dedicated to helping clients achieve their financial goals. He holds multiple FINRA registrations, including Series 6, 7, 63, and 65, along with life and health insurance licenses. Additionally, Noah earned his Certified Long Term Care Consultant (CLTC®) designation from the CLTC Institute and is a Certified Plan Fiduciary Advisor (CPFA®) awarded by the National Association of Plan Advisors “NAPA”. He also completed his financial planning education at the NYU School of Professional Studies. Before joining Oppenheimer, Noah served as a Financial Advisor at Raymond James Private Wealth, and as an Associate at Lenox Advisors. His academic background includes a Bachelor of Science in Information Sciences & Technology with a Business Minor from Penn State University, where he actively participated in the Penn State Investment Association and was a member of the Alpha Epsilon Pi Jewish Fraternity. Originally from Rockland County, NY, Noah now resides in Boca Raton, FL, where he enjoys golf, NBA basketball, and being an avid film critic. I am licensed in the following States: AZ, CA, CO, CT, DE, DC FL, GA, IL, IN, KS, LA, MA, MD, ME, MN, MI, MO, MT, MS, NC, NE, NJ, NM, NV, NY, OH, PA, TN, TX, VA, VT, WA, WI, WY. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
The Sharpe Group of Oppenheimer & Co. Inc. offers a collaborative, personal, tailored planning process, to form the foundations of your unique financial strategy. The complexity of high net worth planning can only be met with holistic advanced analysis and strategies. Because the weight of this responsibility is great, our process includes taking the time to learn everything about each client, their aspirations and priorities, down to the details of their everyday lives. When we combine our approach with the vast resources of Oppenheimer, including one on one access to thought leaders and specialists, the results are flexible and suitable strategies that are customized to each relationship. We help plan for and navigate life and market changes when they arise. With ongoing due diligence and performance reporting, we recommend adjustments when necessary, to help keep portfolios working toward achieving your long-term goals. Our goals are entwined with your confidence in our services. I am licensed in the following States: AZ, CA, CO, CT, DE, DC FL, GA, IL, IN, KS, LA, MA, MD, ME, MN, MI, MO, MT, MS, NC, NE, NJ, NM, NV, NY, OH, PA, TN, TX, VA, VT, WA, WI, WY. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.