About Noel Wolfe
Noel Wolfe brings over 28 years of experience in the financial services industry as a Financial Advisor with the Beacon Group at Morgan Stanley. He is committed to helping individuals and plan sponsors achieve long-term financial security by providing thoughtful retirement plan consulting and personalized financial planning. By combining the strength of Morgan Stanley’s resources with a client-first approach, Noel helps ensure that clients receive strategies tailored to their unique goals.
Noel’s focus includes retirement plan consulting, investment selection, and fiduciary guidance for plan sponsors, as well as comprehensive financial planning for individuals. He has earned designations including Chartered Retirement Plans Specialist℠ (CRPS®), Plan Sponsor Retirement Professional™ (PRP™), Accredited Investment Fiduciary (AIF), and Certified Plan Fiduciary Advisor. His work has been recognized nationally for leadership in retirement plan consulting.
Noel lives in Blue Bell with his wife, Jucimeire, and their blended family. He is the proud father of two children, both now in college, and stepfather to Jucimeire’s children. Deeply active in his community, Noel serves as a Church Elder and chairperson of various committees, supporting causes such as financial education, budgeting, and programs for veterans. In his free time, he enjoys puzzles, Bible study, and reading mystery thrillers, as well as time with his family.
2010, 2011, 2012, 2013, 2014, 2018, 2019, 2020 PLANSPONSOR Top Retirement Advisors (formerly referred to as Top 100 Retirement Advisors)
Source: planadviser.com (Awarded May 2010, 2011, 2012, 2013, 2014, 2018, 2019, 2020) Data compiled by ISS Media based on responses to PLANADVISER survey as of Jan/Feb of the year the award was given.
2013-2018, 2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2018, 2020) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2013 Award - 03/5/2013 - 09/9/2013
2014 Award - 03/5/2013 - 09/9/2013
2015 Award - 03/5/2015 - 09/9/2015
2016 Award - 03/5/2016 - 10/7/2016
2017 Award - 01/20/2017 - 09/8/2017
2018 Award - 02/20/2018 - 09/19/2018
2019 Award - 02/11/2019 - 09/20/2019
2020 Award - 02/10/2020 - 09/11/2020
Securities Agent: VT, NV, MA, NY, NJ, IA, WA, PR, DE, DC, AL, SC, CA, WI, NH, FL, OH, NM, MO, ME, IL, GA, CT, VA, TN, RI, PA, NC, MN, KY, TX, OK, MD, CO, AZ, AK, OR, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261777