Our Team

Portrait

Noelle Daniel, CFP®, CRPC®

President

Noelle founded Noelle Daniel Wealth Management, an independent registered firm. After years as Vice President and Branch Manager with internationally recognized firms, Noelle had a vision of what a financial services company should be. She wanted a firm where the client's interests always came first and where investment and financial advice would be objective. She wanted to offer her clients a full array of unrestricted investment products and services including updated financial planning options.

Noelle has been in the financial services industry since 1997 and has advised business owners, retirees, families and non-profit organizations in many different capacities. She is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Chartered Retirement Planning Counselor™.

Registrations & Licenses held with LPL Financial

  • Series 7: General Securities Registered Representative
  • Series 9: General Securities Supervisor- Options
  • Series 10: Branch Office Manager General Securities
  • Series 66: Uniform Combined State Law for Securities Agent and Investment Advisor Representative

Insurance:

  • Insurance: Life, Health, Variable Annuity and Long Term Care

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor™

Noelle assists her clients in developing a financial plan, implementing the plan, and working closely with tax advisors to develop strategies designed with the goal to minimize taxes and prepare for retirement. She also works with attorneys to create wealth transfer plans. Noelle is dedicated in providing clients with diversification strategies as a risk management technique while considering their cash flow needs.

A longtime resident of the Gulf Beaches, Noelle grew up in St. Petersburg, Florida and graduated from the University of South Florida. In her free time she enjoys being active outdoors racing sailboats, bicycling, swimming and golfing at Belleair Country Club. She is also involved in the community through various organizations including the Rotary of Indian Rocks Beach where she is a Paul Harris Fellow.

Portrait

Carrie Harth

LPL Registered Administrative Associate

Carrie provides fundamental support in all phases of client service, account maintenance and relationship building. Dedicated to providing an exceptional level of responsive service to our clients, she is your first line of contact when you call the office. Carrie is available to assist with account related questions, trade processing and online account support as well as insurance and annuity servicing.

Carrie’s responsibilities as the office manager encompass running day to day operations, heading up our compliance organization and playing a key role in marketing communications.

In 2012, Carrie completed the LPL Financial AdminU Program. Through this educational program, she completed multi-level educational training receiving the Specialists, Associate's and Bachelor's Degrees.

Registration and Licenses held with LPL Financial

  • Series 7: General Securities Registered Representative
  • Series 66: Uniform Combined State Law for Securities Agent and Investment Advisor Representative

Insurance:

  • Insurance: Life, Health and Variable Annuity

A resident of the Tampa Bay area since 2002, Carrie moved from her hometown of Joliet, Illinois. She and her husband, Drew, live in Seminole with their dog, Dude. In her free time, she enjoys yoga, travelling and being outdoors walking the beach or hiking in the mountains.