Applying a straightforward yet sophisticated viewpoint on Investing, he is responsible for portfolio trading and model management for the practice’s Rules-Based Investment Discipline. As one of its architects, he serves as an ad hoc member of the Investment Committee, which entails market analysis, manager research and tactical and strategic allocation decisions.

Seeking independence and the best fit for his clients’ needs, he established Reveille Wealth Management, aligned with Raymond James, in 2021. Before that, he served clients at Morgan Stanley for six years as a Senior Vice President, Financial Advisor and Portfolio Management Director. His background also includes roles at UBS, Merrill Lynch, Legacy Securities and Morgan Keegan.

He earned a B.S. in Management from Georgia Tech. Giving back to the community is a priority for Nolan. He has served as a volunteer and missionary for Cornerstone United Methodist Church and Honduras Outreach. He also is a volunteer for the Midwest Food Bank of Georgia. Born in Atlanta, he currently resides in Sharpsburg, Georgia, with his wife, Michele. They have three children: Alex, Kris and Victoria. An avid golfer, Nolan enjoys hitting the links in his free time. He’s also a collegiate sports fan and enjoys watching Georgia Tech games.