Broker Check
Brian Nolan, CLTC

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 45 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 in September 2009.
  • Certified Long Term Care (CLTC) specialist
  • Conducts seminars and educational meetings annually for both individual investors and 401(k) corporate plan sponsors' 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