Associate Wealth Planner
CurrentAt Cerity Partners I work closely with colleagues to build relationships with clients as we offer peace of mind regarding their Financial situation.
Dec 2023 - Present
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Noah Walton Email & Phone Number
Wealth Planner | Cerity Partners
at
Cerity Partners
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Wealth Planner | Cerity Partners
Location
Louisville, Kentucky, United States
Company size
Who is Noah Walton? Overview
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Quick answer
Noah Walton is listed as Wealth Planner | Cerity Partners at Cerity Partners, a company with 211 employees, based in Louisville, Kentucky, United States. AeroLeads shows a matched LinkedIn profile for Noah Walton.
Noah Walton previously worked as Associate Wealth Planner at Cerity Partners and Delivery Team Driver Operator at Louisville Overstock Warehouse. Noah Walton holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Boyce College.
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Cerity Partners
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Profile bio
About Noah Walton
Early on in life, I knew I did not want to fit the status quo. I saw the need for trustworthy ethical men and women in the business world. In answer to that calling and with a desire to rise above my peers, I decided to build my career on these pillars: Christ-centered, authentic, ethically driven, and relationship-oriented. In my day to day, I always strive to put people first while being the most effective and efficient person in all areas of my life. These pillars have become my core. From high school achievements such as being a 4x recipient of scholar-athlete recognition, National Honor Society induction, student leadership, and numerous Varsity soccer accolades, I took the same desire to grow into college. In college, I again worked hard to be the most effective and efficient student, athlete, and friend I could be. I had a vital role to play on a championship-winning soccer team, served in student life, and carried a 3.8 GPA through college. My drive for improvement led me to graduate a semester before my peers and opened many job and internship opportunities along the way. Directly out of college, I took a position with Cerity Partners where I now strive day in and day out to build relationships and equip clients with the tools they need to have peace of mind regarding their financial situation. In all areas of my life I strive to Love God and Love people.
Current workplace
Noah Walton's current company
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Cerity Partners
9 roles
Noah Walton work experience
A career timeline built from the work history available for this profile.
Delivery Team Driver Operator
Jun 2023 - Dec 2023
Delivery Team Wingman
Being part of a team is an essential element in business and in life. Working for Louisville Overstock Warehouse has pushed me to grow as a team member and a leader. When handling heavy furniture in people's homes you must be able to work effectively and efficiently. I have learned how to overcome adversity and manage highly emotional situations. This.
Feb 2022 - May 2023
Wealth Management Intern
As a member of the financial Services team at J. Hagan Capital, I work directly with financial advisors to deliver the best financial advisory service possible. We are fiduciaries dealing with retirement and wealth management. I have gained experience using CRM software such as Wealthbox as well as programs like BridgeFT and Excel. This internship has.
Nov 2022 - Jun 2023
Area Manager
After a number of years of diligent and respectable work as a lifeguard with Coastline Pools, I was promoted above my peers to a management position for the 2022 summer season. I worked closely with ownership to develop quality lifeguards and manage numerous pools and aquatic facilities. My duties consisted of daily management routes, basic first aid, and.
May 2022 - Aug 2022
Delivery Driver Helper
Nov 2021 - Jan 2022
Lifeguard
May 2018 - Aug 2021
Team Member
Dec 2020 - Jan 2021
Server Assistant
Dec 2019 - Mar 2020
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
PS
Pamela Swenson
Colleague at Cerity Partners
Irvine, California, United States, United States
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JR
Jack Richter
Colleague at Cerity Partners
United States, United States
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AL
Amy Lin
Colleague at Cerity Partners
New York, New York, United States, United States
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KB
Kevin Boddy
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
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NL
Nicole Linton
Colleague at Cerity Partners
Hanover, Pennsylvania, United States, United States
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BE
Bennett Estes
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
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NW
Nicholas Wheeler
Colleague at Cerity Partners
Fort Wayne, Indiana, United States, United States
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KS
Kumail Soni, Cpa
Colleague at Cerity Partners
Chicago, Illinois, United States, United States
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SM
Steve Malbasa
Colleague at Cerity Partners
Greater Cleveland, United States
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JT
Jim Trujillo, Cfp® Ppc®
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
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Pamela Swenson
Colleague at Cerity Partners
Irvine, California, United States, United States
View →
JR
Jack Richter
Colleague at Cerity Partners
United States, United States
View →
AL
Amy Lin
Colleague at Cerity Partners
New York, New York, United States, United States
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KB
Kevin Boddy
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
View →
NL
Nicole Linton
Colleague at Cerity Partners
Hanover, Pennsylvania, United States, United States
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BE
Bennett Estes
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
View →
NW
Nicholas Wheeler
Colleague at Cerity Partners
Fort Wayne, Indiana, United States, United States
View →
KS
Kumail Soni, Cpa
Colleague at Cerity Partners
Chicago, Illinois, United States, United States
View →
SM
Steve Malbasa
Colleague at Cerity Partners
Greater Cleveland, United States
View →
JT
Jim Trujillo, Cfp® Ppc®
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
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2 education records
Noah Walton education
Bachelor Of Business Administration - Bba, Business Administration And Management, General
High School Diploma
FAQ
Frequently asked questions about Noah Walton
Quick answers generated from the profile data available on this page.
What company does Noah Walton work for?
Noah Walton works for Cerity Partners.
What is Noah Walton's role at Cerity Partners?
Noah Walton is listed as Wealth Planner | Cerity Partners at Cerity Partners.
Where is Noah Walton based?
Noah Walton is based in Louisville, Kentucky, United States while working with Cerity Partners.
What companies has Noah Walton worked for?
Noah Walton has worked for Cerity Partners, Louisville Overstock Warehouse, J. Hagan Capital, Coastline Pool Services, and Ups.
Who are Noah Walton's colleagues at Cerity Partners?
Noah Walton's colleagues at Cerity Partners include Pamela Swenson, Jack Richter, Amy Lin, Kevin Boddy, and Nicole Linton.
How can I contact Noah Walton?
You can use AeroLeads to view verified contact signals for Noah Walton at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Noah Walton attend?
Noah Walton holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Boyce College.
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