Honored to receive recognition
We are honored to serve each of our clients and their families now and in the future - and we're excited to share that Thomas Nolan has been recognized by Forbes on their America's Top Next Generation Wealth Advisors for 2019, an honor awarded to a select group of advisors for quality of service and success in business and ethics.
Forbes/SHOOK Research listings are based on data compiled by many of the nation's most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor.