Financial Advisor Eileen Holzman has joined The Nolan Group, an established practice within the franchise channel of Ameriprise Financial. The companies announced Holzman's tranistion in a news release on September 9
Both Holzman and client service specialist Liz Ksepka join Nolan from Royal Alliance Associates, an Advisor Group subsidiary, where she managed $51 million in client assets..
The Nolan Group, founded in 2004 by owner and private wealth advisor Carolyn Nolan, is based in Winchester, Mass., and manages $302 million in client assets.
The decision to switch affiliations was an easy one to make, according to Holzman, and not just because she has been friends with Carolyn Nolan since they first met in 2017.
“This move was about finding the right culture and team for my clients and for me – both today and into the future,” Holzman said in the news release. “Ameriprise is committed to helping advisors of all backgrounds be the best they can be for their clients, and it’s a core value of The Nolan Group as well.”
Founded in 1894, Ameriprise Financial, Inc., is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis.