Effective wealth management is the balancing of risk and reward and providing a realistic growth path for clients. Your Financial Advisor is trained to understand your financial needs and, more importantly, to develop short term and long term strategies designed to meet these needs. Through your Financial Advisor, you have access to a multitude of quality debt and equity offerings, securities trading and asset management expertise.
Noble EXchange Traded Portfolio Allocation System (N.E.X.T.) The Noble EXchange Traded investment strategy employs an asset allocation model driven by Modern Portfolio Theory (MPT). Based upon historical returns of key investment categories - bonds, stocks and hard assets (real estate, commodities) - an appropriate allocation is established. The process is widely recognized as the gold-standard for achieving targeted returns while taking the least amount of risk. Underlying investments, where available are exchange traded funds. Portfolios are monitored daily and rebalanced when needed in order to ensure consistent and appropriate allocations to asset classes.
Sterne Agee is behind us all the way. Sterne Agee is NOBLE Capital Markets's Clearing firm and the custodian of your investments. To access your account log into the Sterne Agee secure site using the button below.
Department:
Portfolio Manager/Institutional Sales
E: dceelen@noblecapitalmarkets.com
T: (561) 994-5724
VCard: Dennie Ceelen
Dennie joined NOBLE’s Private Client Group in 2002 and has provided wealth management services to NOBLE Clients for over 12 years. Dennie has been instrumental in the management of the company’s NEXT (Noble EXchange Traded) investment system and in 2014 became the Director, Institutional Sales. He holds a bachelor’s degree in Business Management and Administration from Northeastern State University in Oklahoma and an International Marketing and Management degree from G.K. van Hogedorp University in the Netherlands. In addition to holding various FINRA licenses, Mr. Ceelen has his Life Insurance and Annuity license and is a Certified Financial Planner (CFP). He is also a committee member of The Society of Financial Service Professionals.
Dennie Ceelen, CFP®, Private Client Group