His expertise in guiding clients to achieve financial security and fulfillment is widely recognized.
CULLMAN, AL, September 23, 2024 /24-7PressRelease/ — Jeremiah Nolen has been included in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility and prominence in a field are all taken into account during the selection process.
Mr. Nolen, the owner, founder and chief executive officer of Next Phase Advisors, has dedicated his career to helping clients optimize and maximize their Social Security benefits. With a focus on comprehensive retirement planning, he assists clients with income planning, growth planning, tax planning, estate planning, health care planning and nonfinancial planning. His expertise in guiding clients to achieve financial security and fulfillment is widely recognized.
Since founding Next Phase Advisors in 2017, Mr. Nolen has successfully guided numerous clients through the transition to retirement. He developed the Next Phase Innovation Fund and Next Phase Elite Holdings Portfolio, which have been instrumental in providing tailored financial solutions for his customers. Prior to establishing his firm, he served as a branch manager at Regions Bank from 2009 to 2017, where he honed his skills in financial management and client relations.
Laying the path for Mr. Nolen’s journey in providing expert financial advice and developing innovative retirement strategies for his clients was his academic background, which includes a bachelor’s degree from Athens State University, earned in 2004. In addition to his professional achievements, he is a member of the National Social Security Advisor (NSSA) organization. His dedication to excellence was recognized when he was named NSSA Advisor of the Year in 2023. He is also the author of “The Ultimate Retirement Strategy: A Guide to Financial Security and Fulfillment,” a publication that underscores his commitment to educating others about effective retirement planning.
Beyond his professional endeavors, Mr. Nolen is actively involved in various civic-minded organizations. He is a supporter of his local church, the American Red Cross and St. Jude Children’s Research Hospital, reflecting his devotion to giving back to the community and supporting important causes.
Looking ahead, Mr. Nolen aims to expand Next Phase Advisors by opening additional satellite offices in strategic locations to better serve retirees. Additionally, he is deeply committed to community engagement through organizing and participating in events that provide valuable support and resources locally. He also aspires to become a certified retirement coach, further enhancing his expertise to better serve retirees in planning for their financial futures and overall well-being.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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