It all began when Amy Noel was a child, first going into business at age 10 in Miami.
Within a year, she had earned $1,000 babysitting. Luckily, her father was an accountant, and she sought his financial wisdom. Over the summer of 1975, she made her first stock purchase and has been hooked on the markets ever since. Amy continued investing through her teens and was able to fund 100% of her college education. This inspired a lifelong passion for investing.
Amy Noel, Inc. opens its doors.
Amy Noel, Inc. has inspired many individuals and families to take informed steps towards their goals. The firm has led countless clients towards greater wealth wellness through financial strategies completely personalized to their lives.
Amy Noel, Inc. expands to help more families.
As the firm grew and more people sought out our expertise and guidance, additional Wealth Advisors joined to partner with and give individual attention to clients. To support our small firm with high value experience, Gary Segiet, and then Alana Macy, joined the team as Wealth Advisors. All of our Wealth Advisors are Certified Financial Planners™ and have many years of experience helping clients pursue their lifelong goals.
Our firm maintains a personal, high value relationship with all clients and welcomes new clients to experience the same.
Today, Bloom Wealth Advisors works with diverse clients from all over the country, helping them to pursue their financial dreams with comprehensive wealth planning, investment management and personalized guidance.