Occasionally a client asks about the relationship between H. D. Vest Investment Services SM, Wells Fargo & Company, and Paul Nolan, CPA. For those of you that might want to know, here is a brief explanation of the relationship.
H. D. Vest Investment Services (Vest), (founded in 1983), is a regulated broker/dealer that performs back offices services; certain research, trading, remote order entry, compliance, training, technological and reporting services for Paul and his clients. Vest?s founder Certified Public Accountant  Herb D. Vest recognized that tax professionals (CPAs, Attorneys, CFPs and EAs), were uniquely positioned to identify their clients' investment needs and provide opportunities that best fit their overall financial goals. Today the company Herb founded is the nation's leader in the growing market for investment and financial planning services. Vest partners with Paul and over 5,400 other independent Vest Representatives who collectively manage more than $30 billion in assets and provide investment and tax advice to over 3 million individuals and small businesses in all 50 states. Representatives access a full array of financial opportunities, making it possible for Paul to objectively help clients invest their assets for retirement, prepare to send their children to college, and manage financial risks. Paul's Vest partnership began in October 1997 and has grown into full H. D. Vest Branch status.
Wells Fargo & Company. Since 1852, clients have counted on the strength and stability of Wells Fargo. Wells Fargo is a diversified financial services company for more than 48 million customers through 11,000 stores, the Internet and other distribution channels across North America and internationally. Wells Fargo has $1.4 trillion in assets under management and 276,000 team members. H.D. Vest is a wholly owned, non-bank subsidiary of Wells Fargo & Company. Through this relationship, H.D. Vest offers its Advisors the financial strength of Wells Fargo, along with the comprehensive investment solutions, dedicated home-office support, and leading-edge technology that characterize H.D. Vest. This combination positions H.D. Vest and its independent Advisors to meet their clients? needs now and into the future.
Paul Nolan manages wealth, gives investment advice (stock, bonds, mutual funds, ETFs, annuities, etc.), secures reverse mortgages, residential refinancing & insurance, prepares tax returns, conducts financial & estate planning, assist with trusts, guardianships & estates, and provides financial advice so that clients are informed when they are considering financial issues. Paul and his associate, David E. Barron, are both Registered Representatives of H. D. Vest.

Paul Nolan CPA
14931 Laguna Drive, Fort Myers, FL 33908
P (239) 454-2820 F (239) 454-2821

Securities offered through H. D. Vest Investment Services, SM, Member SIPC
Advisory services offered through H. D. Vest Advisory Services, SM
Non-bank subsidiaries of Wells Fargo & Company