Insurance Strategies, Business Owners, College Funding Strategies, Estate Planning, Financial Education, Retirement Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Student Loan Refinancing
Alexander Nolan graduated from Wofford College in Spartanburg, SC, and began his career in Scottsdale, AZ building a financial planning practice centered around closely held business owners. He obtained the Certified Financial Planner® (CFP®) and Accredited Investment Fiduciary® (AIF®) designations while in Scottsdale as well as earning the Rising Leader and Leaders awards for being a top advisor.
Alex then moved to Wilmington, NC where he provided wealth management and financial planning services to a group of high net worth families and medical practice owners. Here, he further developed his business planning acumen as well as knowledge of the challenges medical professionals face.
Currently based out of Charlotte, NC, Alex works with MassMutual Carolinas to provide his clients comprehensive financial planning and ongoing wealth management. He uses skills gained from his previous roles to help guide and educate families and young professionals. He believes people “don’t plan to fail, they simply fail to plan” and guidance is really what is needed to help clients live financially rewarding lives, not products. He is passionate about his work because he has seen clients so frequently, who think everything is great, only to realize they are not properly prepared for financial success until the end of their working years or for the pitfalls that can happen along the way.
Outside of helping his clients achieve success, Alex and his wife Josee enjoy hiking, drinking craft beer in the Charlotte area, and flying west to ski whenever possible.
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Alpine Skiing: Barbecue:
Charlotte Ski &
Kiwanis Club of Charlotte