Brian Nolan

Wealth Management Advisor

Credentials: CLTC
Years of Experience: 50

Address: 4454 Main Street, PO Box 505, Kingston NJ 08528
Phone: 609-436-4448

• 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

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

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