Noble Professionals
Choose your advisors wisely.
Sandra L. Nesbit, CDFA™, CES™
CEO | Managing Partner
Sandra is the CEO and Managing Partner of Noble Family Wealth, LLC., based in Clearwater, Florida.
She also founded Mainsail Capital Group which served advisors as they moved through their process of succession planning.
Sandra is a former Managing Director of a large RIA and was responsible for M&A activities after merging her firm with them in 2018. Prior to the merger, Sandra was a Co-founder, Principal, and Managing Partner of GFS Private Wealth. She has over two decades of experience in the wealth management industry. Sandra is a Certified Divorce Financial Analyst (CDFA™) as well as a Certified Estate and Trust Specialist™ (CES™).
Brian D. Glas, CFA, CPWA®
Family Wealth Advisor | Partner
Brian began his career in financial services in 2003 as a Financial Advisor at Merrill Lynch. Before joining Noble Family Wealth, he was a Senior Portfolio Manager and Senior Vice President at Northern Trust where he managed over $500 million in assets for wealthy individuals, families, and institutions. A graduate of the University of Tampa with a Bachelor of Finance, Brian is also a CFA Charterholder and a Certified Private Wealth Advisor® professional.
Matt Szabad, CFP®
Family Wealth Advisor
Matt brings over 15 years of Financial Professional experience to his role as a Family Wealth Advisor at Noble Family Wealth. With a strong background in financial plan development, he works to give families a foundational knowledge of their financial wellness while helping establish a legacy for future generations. Matt believes in client-focused financial planning that empowers and educates. As a CERTIFIED FINANCIAL PLANNER™ , he works with clients to understand their life goals and objectives while using his robust financial planning and advising knowledge to help them reach their goals. Prior to joining the Noble Family Wealth team, Matt served in multiple advisory and planning roles at Raymond James.
Matt holds a Bachelor of Science degree from Bowling Green State University. In his free time, Matt enjoys golfing in the Sunshine State and spending time with his family.
Jess Simon
Client Experience Officer
Jess is a Clearwater native with nearly a decade’s experience in the financial services industry. With a strong background in team management, client service, and marketing, Jess leads our Client Service Team as they work with our families to simplify their financial lives all while telling the story of Noble Family Wealth. She holds a bachelor’s degree in Business Marketing from St. Petersburg College and is a Florida Notary Public. Jess also serves on the executive board of the St. Pete Young Professionals , most recently as Chair of the organization.
Raj Dholakia
Senior Family Wealth Associate
Raj has led an impressive career as a client service professional is his nearly 20 years working in the Financial Services Industry. Serving as a Senior Family Wealth Associate at Noble Family Wealth, Raj plays a major role in developing and maintaining deep relationships with families and individuals while delivering exemplary client service. Prior to his current role at Noble, Raj worked in several banking, trust services, and client service roles including an extended tenure at Northern Trust Company. He has also studied at St. Petersburg College and University of South Florida, focusing on Business. In his off hours, Raj spends his time enjoying the beautiful city of St. Petersburg and all if has to offer including bike friendly street, fun and delish food culture, and ample opportunities to give back to the community.
Brandon Dysard
Family Wealth Associate
Brandon has nearly 10 years of experience working in the financial services industry. Prior to joining Noble Family Wealth, he served in several leading bank roles and most recently worked in corporate compliance at FIS. His client service background and wealth of knowledge in banking provides the perfect foundation for his Family Wealth Associate duties. Brandon holds an Associate of Arts degree in Business Administration from Chipola College and is a Florida Notary. He is an active member of the St. Pete Young Professionals and has a passion for serving his community. In his spare time, Brandon can be found spending time with his dogs, volunteering with Habitat for Humanity, and enjoying the beautiful city of St. Petersburg.
