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Thomas Nolan, Private Wealth Advisor serving the Burr Ridge, IL area - Ameriprise Advisors

Thomas Nolan

CFP®, MBA, APMA

Private Wealth Advisor

Nolan Wealth Management
22
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

  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Insurance
  • Intergenerational Planning
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Master of Business Administration

Education

  • MBA, Marquette University, 2002- 2004
  • B.S. in Finance, Marquette University, 1998-2002
  • Diploma, St Viator HS, 1994-1998

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Top Next-Generation Wealth Advisors, 2018 - 2019
  • Five Star Wealth Manager, 2013-2019, 2021-2023
  • Ameriprise Circle of Success, 2011-2022
  • Ameriprise Diamond Ring Club, 2021

Previous experience

  • Investment Counselor, Strong Investments, Menomonee Falls, WI, 2002-2004 (1 yr 5 months)

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Community participation

  • Coach Hinsdale AYSO soccer
  • Coach Hinsdale little league baseball
  • Coach Hinsdale junior basketball
  • Volunteer for Feed My Starving Children
  • Career Day speaker at Downers Grove South High School
  • Parishioner at St. John of the Cross in Western Springs
  • Age Well DuPage event - Provided complimentary financial consultations to community members

Interests

  • Spending time with my wife Adrienne, our children Everett, Genevieve and Wesley and our family and friends
  • Coaching youth sports - soccer, baseball and basketball
  • When I find time between family and work, you can find me on the golf course - usually in the sand traps or in the woods looking for my ball
  • I am an avid fan of Marquette University basketball, the Chicago Bulls, Bears and Cubs
  • Traveling, especially to foreign countries