Noel Weil
Noel Weil is Managing Director and Founding Partner of The Weil Group, a leading advisory team at Merrill Private Wealth Management. The team works with a select number of clients, helping them with their investment, credit and philanthropic needs. He oversees the team’s formulation and evaluation of portfolio investment strategies for high net worth families, and advises clients on strategies to hedge, monetize and diversify risk associated with concentrated equity positions. He is also a senior level resource for municipal fixed income and alternative investments. Weil is a respected member of the financial services industry and has been recognized for his expertise in wealth management. He is a frequent speaker at industry events and has been quoted in numerous publications. He also actively supports a variety of charities in the New York metropolitan area.
Noel Weil Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor
Academic History
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Bachelors Degree, Finance
THE WEIL GROUP
The Weil Group provides customized financial strategies, services and advice for ultra high net worth families and individuals.
The team's approach is grounded in a macro perspective with a strong emphasis on capital preservation.
They provide their clients with personalized service and a comprehensive suite of financial solutions.
They offer clients extensive experience in integrated wealth management planning, customized lending solutions, trust and estate planning strategies, corporate executive services, and consolidated account reporting.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2020-2023
Forbes Best-in-State Wealth Advisors, 2020-2023
Barron's America's Top 100 Advisors, 2012-2023
Barron's Top 1,200 Advisors, 2014-2023
Financial Times Top 400 Financial Advisors, 2013-2020
CERTIFICATIONS
Personal Investment Advisor, Merrill Lynch
Series 63 and Series 65 licenses