Noel Campbell, CFP® is a Director, Wealth Advisor for Cresset. She supports entrepreneurs and families in their wealth journey, starting with holistic financial planning that is customized to help them achieve their short- and long-term goals. She focuses on pre/post-transaction planning, trust and estate strategy, tax mitigation solutions, and investment management. As a Wealth Advisor, she serves as the primary point of contact for her clients to provide personalized wealth planning advice and solutions to address their complex needs.
Noel has almost a decade of experience working with high/ultra-high-net-worth individuals, families, and private foundations. She previously worked as a Financial Associate for ICONIQ Capital, serving tech entrepreneurs and Founders, and as a Senior Wealth Associate for Wetherby Asset Management, serving multi-generational and impact-focused families.
Noel earned her bachelor’s degree in finance and marketing from the University of Washington and holds a Certified Financial Planner (CFP®) certification. Outside of the office, she enjoys staying active, extreme sports, uncovering restaurant gems in New York City, and exploring different countries as often as she can.