Nolan Financial
David Lee is a skilled Senior Account Analyst at Nolan Financial, with a professional history that includes roles as an Account Analyst and Senior Account Representative. Since joining Nolan Financial in September 2019, David has played a critical role in the implementation and management of various financial plans. Prior to this, David served as a Client Services Specialist at Planet Depos, where responsibilities included supporting legal professionals and managing client inquiries. David's experience also encompasses administrative roles at The Ohio State University, where coordination and logistics were key tasks. David began a career in management at Aspen Hill Florist Inc, overseeing operations, inventory, and team development. David holds a Bachelor of Science degree from The Ohio State University, completed in 2018.
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Nolan Financial
As a leader in executive benefits for more than thirty years, Nolan Financial has specialized in the custom design, enrollment, funding and administration of nonqualified retirement plans for the benefit of executives of public, private and tax-exempt organizations. Nolan Financial distinguishes itself by the way we partner with our clients and the service we are able to provide to sponsors and participants. Independence and Culture: Independently owned and applying an open architecture philosophy and platform, for both plan design and funding, allows Nolan Financial the freedom to find the best solution for every client. Service and Administration: While most providers silo each department within their administrative structure, Nolan Financial utilizes a unique in the industry team-based administrative structure. Specialized service teams are assigned to each client and provide every aspect of administration and service. No outsourcing or traditional call center. This enables Nolan Financial to provide unparalleled accuracy and service for both plan sponsors and participants. Nolan Financial services: • Nonqualified Deferred Compensation Plans (NQDC) • Supplemental Executive Retirement Plans (SERP) • Bank Owned Life Insurance (BOLI) • Executives of Tax-Exempt Organizations (457 b/f) • Physicians and/or Executives Tax-Exempt Healthcare Organizations (457 b/f) • Supplemental Executive Insurance Plans - Life and Disability Registered associates of Nolan Financial Group are registered representatives of Lincoln Financial Advisors Corp.Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors does not offer legal or tax advice. Nolan Financial Group is not an affiliate of Lincoln Financial Advisors Corp. The Nolan Financial Group, 6720 B Rockledge Drive, Ste 140, Bethesda, MD 20817 CRN-3006049-032020