Jim Nolan is a Private Wealth Specialist at Crescent Wealth Advisory.  He works with Advisors and Individuals.  Jim & his team work with clients to bring customized solutions to their overall plan.  Jim strives to meet each client's goals and objectives, while understanding their lifestyle and keeping their best interests in mind.


Prior to joining Crescent, Jim worked with Lion Street Private Client Group, where he worked as a consultant to various institutional clients and specialists.  Jim has extensive experience in building partnerships with Attorneys and CPA's, bringing Estate Planning and protection solutions to their High Net Worth clientele, as well as successful partnerships.


As part of Crescent, Jim's focus is on continuing to bring solutions to institutional relationships, as well as Independent advisors and individuals.  Jim began his career as a financial advisor with Guardian Insurance and has been expanding upon his business acumen since 2002.


Jim has a national client base, but works primarily in Ohio and Kentucky.  He lives in Columbus, OH with his wife Amber and their 3 children.

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