Nolan Dunn started his career with Equitable Advisors as a Financial Professional shortly after graduating from UW-La Crosse with a degree in Personal Financial Planning. He currently holds his Accident & Health, Life and Variable licenses, along with his SIE, FINRA Series 7 and 66 registrations.
As a Financial Professional with Equitable Advisors, Nolan works with individuals and businesses toward reaching their goals. He does this by providing customized plans to help meet each clients evolving needs. His primary focus is to provide clients with wealth management, risk management and retirement planning strategies. He does this through a holistic planning approach, Nolan strives to help both individuals and businesses achieve their financial goals. He has focused on working with young professionals, first responders, young families, attorneys and those approaching retirement as well as a variety of other individuals.
Nolan moved back to Madison where he grow up and attended Middleton to join Equitable Advisors. Outside of work he enjoys golfing, watching sports, spending time with friends and traveling.