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.
Beth earned a bachelor’s degree in American studies from the University of Notre Dame and an MBA from Millikin University.
Texting Only: 217-712-3515
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.