Noah R. Parris, CPWA®, CFP®, MBA, ChFC®, CLU®, RICP®

Commander
DISC Type : D

Wealth Management Advisor, CFP at Northwestern Mutual

Tulsa, Oklahoma, United States

Overview

Noah Parris is a Wealth Management Advisor at Northwestern Mutual and founder of Parris Financial. He specializes in creating tax-efficient wealth strategies for business owners and corporate leaders facing complex compensation and benefit decisions. He holds an MBA from Oklahoma State University and is a certified CFP® and CPWA®.

He began his career in the telecommunications and software industries before transitioning to financial services, working in regulatory affairs and as a major account executive.

Personality Overview

Decisive

Very Quick

Strong-Willed

They like to act fast and expect others to do the same.  They are not focused on building rapport and relationships. They like to be in a position where they can control the conversation and terms.

Topics They Care About

Complex Compensation
Advises corporate professionals and leaders on navigating complex equity compensation, tax exposure, and optimizing benefits.
Tax-Efficient Strategies
His practice focuses on providing proactive and personalized financial planning that emphasizes tax efficiency for high-net-worth clients.
Business Transitions
Works with business owners to provide clarity and strategic planning for eventual business sales or transitions.

Media Appearances

Noah Parris - Parris Financial | Northwestern Mutual - Forbes Profile. Featured in Forbes

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Noah R. Parris, Wealth Management Advisor - Tulsa, OK 74119. Featured in Northwestern Mutual

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Work History

1-2011
Wealth Management Advisor, CFP at Northwestern Mutual
3-2008 - 8-2010
Major Account Executive at Qwest (Now CenturyLink)
5-2001 - 3-2008
Senior Account Executive at EasyTEL Communications
9-2000 - 2-2001
Regulatory Affairs Analyst at Williams Communications
1997 - 2000
Software Sales Consultant at Tax and Accounting Software Corp.

Education

2000 - 2003
MBA from Oklahoma State University
1994 - 1996
B.S. from Oral Roberts University

More Information

Social Presence :

Prographics :

Exp : 36 Location : Tulsa, Oklahoma, United States Job Level : N/A Designation : Wealth Management Advisor, CFP at Northwestern Mutual
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Insights For Selling To Noah R.

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Be respectful but crisp
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being too verbose
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Noah R. is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Noah R.

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Noah R. move?

  • They can take decisions very fast if you manage to convince them.
  • Can Noah R. take some risk or not?

  • The risks don’t matter much to them.

You And Noah R.

Personality Compatibility


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