Skip to main content

Our financial advice team


Leonard Nolan, Financial Advisor serving the Boston, MA area - Ameriprise Advisors

Leonard Nolan

Financial Advisor

Managing Director
The Nolan Group
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Family Finances
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance
  • Business Retirement Plans
  • Small Business

Education

  • Boston College Bachelor of Science (B.S), Accounting

Previous experience

  • Financial Advisor, Morgan Stanley, 2006-2017
  • Financial Advisor, Smith Barney, 2001-2006
  • Financial Advisor, Merrill Lynch, 1998-2001

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.