Broker Check
Katie Noles, CEP®

Katie Noles, CEP®

Financial Representative

Katie Noles joined Privada Wealth Management in 2020 and is a Registered Representative with J.W. Cole Financial, Inc. 

Ms. Noles graduated from the University of Florida with a Bachelor of Science.  She attained the Certified Estate Planner™ (CEP®) designation through the National Institute of Certified Estate Planners (NICEP), Certified Social Security Claiming Strategist™ (CSSCS)

She carries her Series 6 securities license through the Financial Industry Regulatory Authority (FINRA) and the Life, Health, Annuities, and Variable Contracts license through the Florida Department of Financial Services. NICEP, FINRA, and the State of Florida have continuing education requirements to maintain these licenses.

Her estate planning experience has led her to host webinars and create content for others on the importance of the Estate Planning Process. “There is an unprecedented generational wealth transfer happening prior to 2040. 80+ trillion dollars is estimated to transfer from Baby Boomers to their heirs and beneficiaries. Understanding the funding, taxation, and transfer of wealth is vital to today’s modern Financial and Estate Planning Strategies. Those with estate plans in place should review them to ensure they are fully funded and represent their current intentions regarding their estate.”

As a CEP™, Ms. Noles specializes in coupling the essential building blocks of a comprehensive Financial Plan with advanced Estate Planning Strategies. Her client-tailored plans are designed to navigate the ebbs and flows of life and the financial market. She enjoys leading her clients through the Estate Planning Process and working to achieve their personal goals. 

Ms. Noles resides in St Augustine, Florida, with her rambunctious daughter, Katya. Like most Florida natives, they spend their free time on or in the water. She enjoys remodeling projects, singing with her daughter, and exploring her hometown, the oldest city in America.