Alexander (Alex) Nolan

Business Owners, Investment Strategies (Reg. Reps Only), Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning ® , Group Benefits

English

I'm Alexander "Alex" Nolan, a financial planner and partner at MassMutual Carolinas / LB&J Strategic Financial Planning. I’ve built my practice around delivering comprehensive financial planning and wealth management strategies to business owners and highly compensated employees. We focus on helping clients optimize their investment, insurance, and cash flow strategies, so they feel confident in pursuing both their short-term and long-term goals.

I’m passionate about expanding financial literacy, especially for underserved communities, and regularly participate in pro bono planning for local school teachers.

Outside of work, my family and I enjoy skiing and hiking new mountains, traveling to cold destinations, and exploring unique wines. At home in Charlotte, we stay active in our local church and support organizations focused on the arts and helping less fortunate children.

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CRN202706-6685043

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