Alexander Nolan

Alexander (Alex) Nolan is a Financial Planner based in Charlotte, NC.

He provides comprehensive financial planning and ongoing wealth management, tailored specifically to each client’s needs. He focuses on optimizing his clients’ investment, insurance, and cash flow strategies, to provide his clients with the confidence they need to accomplish their short-term and long-term goals. Alex and his team focus on helping high-income families and entrepreneurs navigate the ‘middle years’—where business growth, college costs, and retirement planning collide. Over the years Alex has obtained his Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and Certified Exit Planning Advisor (CEPA®) designations, as well as earning his Enrolled Agent (EA) status with the IRS and receiving his Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services. He holds a B.A. from Wofford College. Outside of helping his clients achieve success, Alex and his wife Josee enjoy spending time with their son and going to ski whenever possible.