Financial Advisors
Winchester, MA
Carolyn Nolan is a CFP-certified Private Wealth Advisor with Ameriprise Financial Services in Winchester, MA, specializing in comprehensive financial planning for individuals and families. With advanced credentials including Accredited Wealth Management Advisor (AWMA), Accredited Estate Planner (AEP), and Accredited Investment Fiduciary (AIF) certifications, she provides personalized guidance across investment management, retirement planning, estate planning, tax strategy, and risk management. Her multi-credential approach ensures clients receive sophisticated, fiduciary-standard advice tailored to their specific financial goals and life circumstances.
Ideal for: High-net-worth individuals, business owners planning exits, families requiring estate planning, retirees managing investments, clients seeking comprehensive wealth management
Service area: Winchester, MA and surrounding Greater Boston area
CFP & Multiple Advanced Credentials: Carolyn holds CFP certification plus 10+ specialized designations including AWMA, AEP, and AIF, demonstrating advanced expertise in wealth management, estate planning, and fiduciary investment practices.
Comprehensive Financial Planning: Offers integrated services spanning retirement planning, investment management, estate planning, tax strategy, insurance products, and specialized planning for high-net-worth clients and business owners.
Fiduciary Standard Commitment: Holds AIF (Accredited Investment Fiduciary) designation and operates under fiduciary standards, ensuring advice is designed to serve client interests as the primary obligation.
Address: 48 Mt Vernon St Ste 300, Winchester, MA 01890
Phone: (781) 604-3000
Website: ameripriseadvisors.com
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