About Jacque M. Nolan, CFP®, CIMA®
Jacque Nolan is a Wealth Advisor at Oxford Financial Group, Ltd. With nearly 10 years of experience serving individuals and their families in financial and wealth planning, she works to help grow and expand relationships with the clients and multigenerational families she serves. In this role, she consults and advises clients in all aspects of the financial planning process, including cash flow management, investment management and tax and estate planning.
Jacque joined Oxford in 2021 as a Relationship Manager where she worked closely with clients to gain a deep understanding of their financial objectives. She also partnered with Managing Directors to determine the best solutions and services to help clients achieve their goals.
Prior to joining Oxford, Jacque served as an Associate Relationship Strategist in PNC’s Wealth Management department. In this role, she acted as the main point of contact for her clients and helped provide financial planning services to meet their needs.
Jacque earned her Bachelor of Science degree in Finance and Technology Management from Indiana University’s Kelley School of Business. Additionally, she is a Certified Financial Planner™ professional and holds the Certified Investment Management Analyst® (CIMA®) designation.
Jacque is originally from the Indianapolis area and currently resides in a northern suburb with her husband, Will. In her free time, Jacque enjoys being active, spending time with family and friends and traveling to new places.
Jacque has the unique ability to understand her clients’ distinctive situations and recognizes that tailoring customized financial solutions and investment strategies is of the upmost importance when assisting them to achieve their long-term goals.
