Noah A. Snead, CFP^®

As a Financial Advisor, Noah helps clients accomplish their objectives by assessing financial situations; developing and presenting financial strategies and plans; providing solutions for their individual financial needs, and monitoring changes in financial status and life circumstances. As Trading Specialist, Noah manages the firm’s trading for all Cary Street Partners Portfolio accounts. He is responsible for creating policies and procedures to ensure compliance with all regulations in executing transactions. Additionally, Noah onboards new clients, executes contracts and enrollments, and rebalances portfolios and client accounts on a quarterly basis.

Experience:

• Cary Street Partners, Client Service Associate – Registered

Education/Certifications:

• Virginia Tech, BS, Finance, CFP® Certification Education Option
• CERTIFIED FINANCIAL PLANNER® designation
• Series 7, 66 licenses