Noah Williams, CTFA

Noah Williams serves as the Wealth Strategist of Gateway Private Wealth, who is powered by LPL Financial, a wealth management firm. In this role, he works with clients in the accumulation, distribution, and transitional phases of their financial lives. Services provided by the Gateway Private Wealth team will include advanced financial and retirement planning, investment management, risk management and tax considerations, trust and estate planning, charitable giving strategies, and planned giving development. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Noah takes a comprehensive approach to wealth management, including asset allocation, investment strategy, and risk management. He brings extensive financial knowledge and a friendly demeanor to every client relationship, striving to exercise prudent judgment and care for his clients. Noah earned his bachelor’s degree from Evangel University and is a graduate of Cannon Trust School. He holds the Certified Trust and Fiduciary Advisor designation. Noah is an active member in the Bartlesville community and is excited to serve his clients in this new role.

About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Gateway First Bank and Gateway Private Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Gateway Private Wealth, and may also be employees of Gateway First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Gateway First Bank or Gateway Private Wealth.

Securities and insurance offered through LPL or its affiliates are:

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered or licensed. Please note that not all of the investments and services mentioned are available in every state.

Gateway First Bank provides referrals to financial professionals of LPL Financial LLC (“LPL"") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.