Director of Business Retirement Services, Wealth Manager, Principal
Asheville, North Carolina, United States
Contact Info
269 followers
269 connections
About
Testimonials and/or Endorsements may not be representative of the experience of others and do not guarantee future performance or success; no compensation was exchanged for these recognitions.
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.
Articles by Neal
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SECURE Act 2.0 changes affecting existing small business retirement plans
SECURE Act 2.0 changes affecting existing small business retirement plans
By Neal Nolan, CFP®, AIF®, CPFA
Activity
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We all struggle with priorities and finding a balance between competing priorities can become stressful and overwhelming. In this issue of Parsec’s…
We all struggle with priorities and finding a balance between competing priorities can become stressful and overwhelming. In this issue of Parsec’s…
Shared by Neal Nolan, CFP®, AIF®, CPFA
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Parsec continually gives back to our local community and is now encouraging growth in the finance industry with scholarship opportunities to advance…
Parsec continually gives back to our local community and is now encouraging growth in the finance industry with scholarship opportunities to advance…
Shared by Neal Nolan, CFP®, AIF®, CPFA
Experience
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Director of Business Retirement Services at Parsec Financial, Wealth Manager, Principal
Modera Wealth Management
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Parsec Financial
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Partner, Director of Business Retirement Services
Parsec Financial
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Senior Financial Advisor, Director of Business Retirement Services
Parsec Financial
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Financial Advisor
Parsec Financial
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Education
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Western Carolina University
BSBA Concentration in Financial Planning
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Activities and Societies: Magna Cum Laude, Beta Gamma Sigma honor society, Outstanding Financial Planning Major,
Volunteer Experience
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Upward Soccer Assistant Coach
Biltmore Baptist Church
- Present 8 years 11 months
Children
More activity by Neal
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I was recently approached by a retirement plan committee with a request to add Bitcoin to the investment lineup and had the opportunity to share my…
I was recently approached by a retirement plan committee with a request to add Bitcoin to the investment lineup and had the opportunity to share my…
Shared by Neal Nolan, CFP®, AIF®, CPFA
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