Beth Nolan Email & Phone Number

For over two decades, Beth Nolan CFP® has built a niche expertise that focuses on the complexities of high net worth investing while anticipating and planning for major life events including changes in marital status, selling or transferring a business, and finally one’s legacy including philanthropic strategies. Beth believes that the most important question she and her clients tackle while planning is: How will today’s decision influence your financial well-being for decades.With a nationwide roster of clients, Beth is a partner with The Brechnitz Group of Raymond James headquartered in Decatur, IL. Now Chicago-based, she values how technology positions her to consult with clients nationwide quickly and seamlessly. She has earned multiple certifications including Private Wealth Advisor, a recognition only given to qualified candidates who complete a rigorous curriculum and commit to continuing education to keep them current on innovative strategies for managing wealth in an evolving investment landscape.Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htmCertified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (withplaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Listed skills include Investments, Financial Advisory, Securities, Retirement Planning, and 17 others.