Noah Allmaras, CFP®, CEPA in

Noah Allmaras, CFP®, CEPA

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Financial Advisor at Edward Jones
📍 Davidson, North Carolina, United States

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.

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Experience
9 Years
Current Role
Financial Advisor
Location
Davidson, North Carolina, United States
Personality Overview

How Noah shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Noah cares 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.
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Career

Work history

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

Media appearances

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Education
2013 - 2017
Bachelor's degree
Ohio University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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