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Brian Nolan, CLTC
Nolan Wealth Management , LLC
Princeton Forrestal Village
116 Village Boulevard - Suite 200
Princeton, NJ 08540
Tel: 609.920.0321
Fax: 609.920.0321
Toll Free: 877-NOLANWM (877.665.2696)
E-Mail: bnolan@nolanwealth.com
www.nolanwealth.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054-0413
Tel: 973-285-3600 Direct Line: 973-285-3442
Business Experience:
• Over 40 years of broadly diversified financial industry
experience
• His advisory practice provides investors and business
owners a comprehensive consultative approach with
individually tailored planning, investment and risk
management solutions
• Spent 34 years with Merrill Lynch in Manhattan, Princeton
NJ and Somerset NJ locations as Vice President, Senior
Manager in varied Marketing, Government Securities and
Operations roles
• Most recently, served six years as Wealth Management
Advisor with independent Registered Investment Advisory
firm based in Princeton NJ
• Certified Long Term Care (CLTC) specialist
• Conducts several dozen seminars and educational
meetings annually 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
• Comprehensive Financial Planning
• Estate Planning
• Investment and Retirement Planning
• Risk Management Planning
• Corporate 401(k) and Retirement Savings Plans
Personal:
• 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 36 years Patricia.
Daughter Vanessa and husband reside in nearby
Lawrenceville NJ with new grandson
