Nolan Woodruff Stokes, CFP®, RICP®, CASL®, CLU®

Wealth Management Advisor

Nolan Stokes

Nolan joined Northwestern Mutual in 2002 and over that time has built a vast financial planning and investment-based business. Nolan and Team Stokes focus on providing holistic care for their clients and their families, through the creation and implementation of a personalized long-term financial plan.

Nolan leverages a small yet powerful team to provide specialized guidance in:

  • Education planning
  • Debt reduction strategies
  • Survivor income analysis
  • Benefit plan analysis
  • Social Security claiming strategies
  • Medicare planning strategies  
  • Holistic financial planning

In addition, he focuses on tax efficient wealth management through actively managing passive index funds and executing tax loss harvesting. His practice is well known for promoting positive client responses during market pull backs through optimistic communication, call for cash lists, rebalancing prompts, and 24-7 accessibility.

Nolan holds a Bachelor of Business Administration from American University. He is a CERTIFIED FINANCIAL PLANNERᵀᴹ (CFP®) Certificant and holds the CLU®, CASL®, and RICP® designations. Most recently, he was named among the 2019 Financial Times 400 Top Financial Advisors. He and his wife Kathy have a son and daughter, who are both young adults now. Outside the office, Nolan is a true outdoorsman; a few of his passions include sailing, motorcycling, kayaking, and fishing with family, friends, and clients.

CFP®

CERTIFIED FINANCIAL PLANNER

The Certified Financial Planner certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

 

Education

  • Bachelor of Science in Finance from American University

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck