Noah B. Peterson

Noah B. Peterson

Noah joined Waverly Advisors in September of 2024. Prior to joining the firm he worked at Fidelity Investments as a Workplace Planning Associate focusing on account maintenance, money movement, and trading within retirement accounts. Noah enjoys helping clients reach their financial goals while building relationships along the way.

In his free time Noah enjoys playing golf, cooking Asian cuisine, and watching Buccaneers football.

 

Education

  • Bachelor of Science in Business Administration, Concentration in Financial Planning

Ask Me About

  • Retirement Planning
  • Investment Management
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