Will Nolan
Financial Advisor
As a Financial Advisor at Seventy2 Capital, Will strives to make clients’ lives easier through planning for retirement, educational expenses, charitable giving, insurance, and estate preservation. In his role, he takes the time to get to know his clients and their financial goals, and then creates a roadmap to help achieve them. Will offers a wide range of wealth management services, utilizing best-in-class research and a propriety investment selection process with an emphasis on tax-sensitive investing. Based on clients’ specific needs, he can help them build and maintain the wealth and financial freedom they desire.
Prior to joining Seventy2 Capital, Will worked at Deloitte as a Risk and Conflicts Analyst. Before that, he served as a Senior Associate at Greysteel, where he specialized in the sale and advisory of affordable housing assets.
Outside of work, Will enjoys spending time with family, skiing, golfing, and traveling. He received a Bachelor of Arts in Economics from Gettysburg College.
Location: Westport