Nolan Karfonta

COMMUNITY DRIVEN

My professional journey began with an internship here at Wagener-Lee in 2020, under the mentorship of Steve Lee, where I discovered my calling as a financial advisor. The rigorous FA training program I then completed with Merrill Lynch deepened my passion for helping others achieve their financial dreams. Now, in 2024, I am returning to the community I enjoy so much and working hand in hand with Steve, where it all began for me. My roots in the community run deep, not just professionally but personally. As a lifelong Baltimore sports fan who enjoys golf, travel, and spending quality time with family and friends, my values and interests align with the clients we serve.

CONNECTING WITH CLIENTS

I believe in empowering individuals, particularly those who may not realize that achieving financial security is within their reach. I find the intersection of psychology and money fascinating, as it provides a lens through which I can understand and assist my clients. By exploring these aspects together, I strive to create tailored strategies that align with my client’s financial goals, values, and aspirations. Through open dialogue and discovery, I aim to help my clients make informed decisions, cultivate healthier financial habits, and achieve greater financial well-being. My goal for all clients is to help them not only accumulate wealth but to keep it for generations.

LEADERSHIP

While in high school, I was an all-county quarterback in Carroll County, MD. I balanced my love for football with work at a local accounting firm. This unique blend of teamwork, discipline, and finance I believe shaped my approach to both life and career. My commitment to finance and community service continued through college at Elon University’s Love School of Business, where I served as a Senator. I also volunteered with the Boys and Girls Club, teaching kids math and life skills.

FUN FACT

I absolutely love live music. I’ve been fortunate enough to attend over 50 concerts all over the United States in my lifetime, and let me tell you, each one has been a unique adventure. My absolute favorite concerts to attend are country music shows. Growing up, all I listened to was country, which stuck with me.

NOLAN 101

Nolan studied Finance at Elon University’s Love School of Business. He is a licensed financial advisor, having obtained his SIE®, Series 7, and Series 66. He dedicates his time to educating and guiding clients toward achieving their financial goals. His vision for the future is to create lasting relationships with clients, supporting them and their families through generations.