Brian Nolan

Wealth Management Advisor Years of Experience: 50
Address: 475 Wall Street, Princeton NJ 08540

Specialties
• Comprehensive Wealth Management
• Estate Planning
• Investment and Retirement Planning
• Risk Management Planning
• Corporate Retirement Savings Plans
• Certified Long-Term Care Specialist
Business Experience
• Founder & President Nolan Wealth Management, LLC,
• Affiliated with Summit Financial since 2009
• Provides a comprehensive, consultative approach with individually tailored planning, investment and risk management solutions to both investors and business owners
• Over 50 years of broadly diversified financial industry experience
• Member AssetMark Premier Financial Advisors Group
• 34 years with Merrill Lynch as VP Senior Manager in varied Marketing, Government Securities and Operations roles.
• Six years as a Wealth Management Advisor with independent Registered Investment Advisory firm based in Princeton NJ
• Seminars and educational meetings for both individual investors and 401(k) corporate plan sponsor employees
• Regularly attends wide range of Financial Services industry and Investment Management conferences to remain at the forefront of contemporary wealth management practices and strategies

Personal Interests/Affiliations
• Founder and Chair, Kingston Business Partnership
• Member and former President, BNI Referral Magnets Chapter
• Mayor of hometown Rocky Hill, NJ for 15 years
• President Somerset County, NJ Governing Officials Association for 2 years
• Member Princeton Regional Chamber of Commerce
• Resides in Rocky Hill, NJ with wife of 46 years Patricia. Daughter Vanessa and husband reside in nearby Lawrenceville NJ with their three grandchildren