Brian Nolan, CLTC
Years Experience:
- 43
Nolan Wealth Management , LLC
4454 Main Street
PO Box 505
Kingston, NJ 08528-0505
Tel: 609.920.0321
Fax: 609.651.8209
Toll Free: 877-NOLANWM (877.665.2696)
Direct: 609.436.4448
Main Office:
Summit Financial, LLC
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054-0413
Tel: 973-285-3600
Direct Line: 973-285-3442
Email: bnolan@nolanwealth.comNewsletter
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 41 years Patricia. Daughter Vanessa and husband reside in nearby Lawrenceville NJ with their three grandchildren
Specialization
- Comprehensive Financial Planning
- Estate Planning
- Investment and Retirement Planning
- Risk Management Planning
- Corporate 401(k) and Retirement Savings Plans
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. Subsequently, served six years as Wealth Management Advisor with independent Registered Investment Advisory firm based in Princeton NJ
- Affiliated his firm Nolan Wealth Management, LLC with Summit Financial Resources, Inc. in September 2009.
- 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