Noah Jones Email & Phone Number

Noah Jones is a Wealth Management Analyst for Axiom Wealth Partners at Rockefeller Capital Management. Prior to Rockefeller, Noah was a Client Associate at Merrill Lynch. Noah works closely with the team's investment professionals to design, implement, and refine clients' portfolios in keeping with their distinctive needs and preferences. He offers a highly customized approach that seeks to reflect each client's time horizons, liquidity needs, and risk tolerance. He also helps in investment research amongst the team. He appreciates being part of a group that plays a key role helping clients manage their investments to pursue their desired retirement lifestyle.Noah graduated from Grand Valley State University with a BBA in Finance and Economics.

Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, and 3 others.

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  Grand Valley State University

  Finance And Economics