The Commerce Trust Team
Meet the people spearheading the more personalized approach to building wealth.
Noelle Case, CTFA
Senior Vice President, Private Client Advisor
Noelle is a private client advisor and institutional services consultant for Commerce Trust. She serves as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management.
Noelle facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. She has knowledge in administering IRA and investment accounts as well as revocable, irrevocable, and charitable trusts. In addition, she is responsible for providing fiduciary and trust administrative capabilities to foundations and endowments.
Noelle joined Commerce Trust in 2005 as a member of the Private Client Advisor team in Kansas City, Missouri. Noelle is an honor graduate of Cannon Financial Institute Trust School, where she earned her Certified Trust and Financial Advisor designation. She attended Central Missouri State University and has a Bachelor of Science in finance. Noelle was an active member of Delta Sigma Pi international business fraternity serving as Pledge Educator and served as President of the Economics and Finance Club during her time at CMSU.
Noelle is a board member and treasurer for South Boone Area YMCA. She also is a member of the Mid Missouri Estate Planning Council and serves as the organization’s Website Administrator. Noelle is an active volunteer at Mount Pleasant Baptist Church in Hartsburg, Missouri. She is a former board member and secretary for the downtown Optimus club. In 2013 and 2014, she graduated from, respectively, Greater Missouri Leadership Challenge and Leadership Columbia.
Noelle is married with a daughter and two dogs. She enjoys spending time outdoors with her family, coaching kids basketball teams, and occasionally plays the drums for the Mount Pleasant Baptist Church praise band.
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