PHILADELPHIA – Janney Montgomery Scott LLC has welcomed Financial Advisor Noel Becker, Senior Vice President / Wealth Management, in Hudson, Ohio.
Noel is joined by Jean Phelps, Senior Wealth Planning Associate. Most recently with UBS, the team manages nearly $750 million in client assets.
“Janney’s advisor-centric culture and boutique approach align with the way we serve clients—thoughtfully, with discipline and a long-term focus,” said Noel Becker. “We were looking for a firm that supports independence while providing the resources and partnership to best support our clients. We’re pleased to join Janney and look forward to growing and enhancing our practice.”
Noel Becker partners with families, individuals, and retirement plan sponsors throughout Northeast Ohio to help them navigate changing markets with clarity and confidence. He focuses on disciplined asset allocation, comprehensive portfolio management, and thoughtful risk management aligned to each client’s long-term goals. Noel earned his Bachelor’s degree in Economics from John Carroll University. He began his career at Merrill Lynch and later joined McDonald Investments which was acquired by UBS in 2007.
Jean Phelps is a seasoned financial services professional with more than 25 years of industry experience spanning client service, operational leadership, and regulatory oversight. She is known for her strong communication skills, attention to detail, and commitment to executing processes within a highly compliant and well-controlled environment.
