Director of Retirement Plan Services
Nolen Bailey is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, having completed extensive training and experience requirements, and is held to high standards of competency and ethics established and enforced by the CFP Board.
As a retirement plan specialist, Nolen also holds the Chartered Retirement Plans Specialist (CRPS®) designation through the College for Financial Planning as well as the Accredited Retirement Plan Consultant (ARPC) designation through the Society of Professional Asset Managers and Record Keepers (SPARK).
Nolen has obtained his Series 65 license as a Registered Investment Advisor Representative.
He is licensed by the Florida Department of Financial Services for Life, Health and Disability Insurance.