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Nolan To Serve On Business Owner Executive Council

Dec 28, 2010 | Reprints | Unlock Link | Print

Leonard F. Nolan, a senior vice president, financial advisor, in Morgan Stanley Smith Barney’s wealth management office in Boston, has been invited into the company’s business owner executive council.

Nolan has worked at Morgan Stanley [or Smith Barney] since 2001. In addition to providing personal wealth management services, he provides advice specifically tailored to business owners, according to a statement.

The Morgan Stanley Smith Barney business owner executive council is an invitation-only program reserved for the top 2 percent of financial advisors that focus their practice on helping small- and middle-market business owners connect the pieces of their financial life with an overall strategy that considers both their business and personal wealth management plans.

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