Breakaway Advisors: Noel Campbell

For Noel, the next step in her career wasn't simply about becoming a lead advisor. It was about finding the right firm for her to build her practice and future.

$800M+

Team AUM

100%+

Annual Asset Growth Rate

$20M+

Average Account Size

Data as of 7/1/26

Home Breakaway Advisors Noel Campbell

As a next-gen advisor, Noel had already experienced different wealth management models, which helped shape what she wanted from her next firm.

As she considered where she could build for the long term, she focused on a few questions that mattered most:

Who will I learn from and build alongside?
Will I have the resources to serve clients the way I want to?
How will I build and grow my own book of business?
Will I have a voice and a stake in the firm?
Can I see myself building my career here for the long term?

The answers Noel found at Cresset checked all of her criteria for a long-term landing place to advance her career.

The family office services that we've built out at Cresset have been night and day from what I've experienced at prior firms…I have the ability to knock on the door of estate planning strategists, tax specialists, banking and lending experts, licensed therapists, concierge teams, you name it, to support my families. And that resource has allowed me to be able to manage my clients in a very holistic and comprehensive way.”

Why Noel Joined Cresset

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Autonomy to chart her own course

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Access to robust family office services and specialists

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Support to grow her business through Cresset’s digital referral engine

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A culture built around partnership

About Noel

Noel Campbell is a Managing Director and Wealth Advisor at Cresset. She partners with founders, entrepreneurs, and ultra-high-net-worth families to navigate the complexities of wealth. Her approach begins with comprehensive financial planning tailored to each client’s unique goals and circumstances. This evolves into strategic guidance around pre- and post-transaction planning, trust and estate design, tax optimization, risk mitigation, philanthropic strategy, and investment management. Noel leads relationships with a deep understanding of her clients’ priorities and delivers solutions designed to grow and preserve wealth across many generations.

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