Noah Allmaras, CFP®, CEPA

Questioner
DISC Type : c

Financial Advisor at Edward Jones

Davidson, North Carolina, United States

Overview

Noah is a Financial Advisor at Edward Jones in Davidson, NC, specializing in financial and retirement strategies. He is a Certified Financial Planner (CFP) and holds a Bachelors degree in Financial Planning and Services from Ohio University. His background includes roles at E*TRADE and Vanguard, focusing on client investment guidance.

Outside of work, Noah enjoys spending time with his wife, son, and their dog. He is described as an avid golfer and also has a passion for traveling.

He helps clients feel comfortable with complex retirement scenarios and their tax implications.

Personality Overview

Systematic

Value Seeker

Price-Sensitive

They prefer to fully evaluate every situation.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Retirement Strategies
His professional focus is on creating personalized retirement and estate strategies for his clients at Edward Jones.
Market Volatility
He frequently posts analyses on market turbulence, investor sentiment, and how to navigate economic uncertainty.
AI Stock Trends
Actively discusses the core drivers of the AI narrative, valuations, and the long-term potential of AI-related investments.

Media Appearances

Noah has no verified media appearances

Work History

7-2022
Financial Advisor at Edward Jones
7-2020 - 7-2022
Financial Consultant at E*TRADE
11-2019 - 7-2020
Associate Financial Consultant at E*TRADE
9-2019 - 10-2019
Retirement Specialist at Vanguard
4-2019 - 9-2019
Select Services Rotational Program at Vanguard

Education

2013 - 2017
Bachelor's degree from Ohio University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Davidson, North Carolina, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Noah

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Noah is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Noah

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Noah move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Noah take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Noah

Personality Compatibility


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