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Nannette P Nocon
CFP®, ChFC®, CIMA®
SENIOR FINANCIAL ADVISOR

(585) 475-9430
2024 W Henrietta Rd   Ste 5k
Rochester, NY 14623

NOCON & ASSOCIATES

An Ameriprise Private Wealth Advisory Practice


Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

Interests

  • Live theatre, films and visual art
  • Travel
  • Cooking

Community Participation

  • Summer Curtain Call, Geva Theatre Center, Commiittee Chair, Rochester, NY
  • Geva Theatre Center, trustee, Rochester, NY
  • Rochester Area Community Foundation, board member, Rochester, NY
  • Cornell Club of Rochester, Scholarship Committee, Rochester, NY

Qualifications

  • Investment Strategist Certificate, IMCA, Wharton School of Business 2007
  • Certified Investment Management Analyst, IMCA, Wharton School of Business 2005
  • Chartered Financial Consultant, American College, 1993
  • Certified Financial Planner, College of Financial Planning, 1989
  • Cornell University, BS 1982

Professional Associations

  • Investment Management Consultants Association
  • Financial Planning Association
  • National Association of Insurance and Financial Advisors

Areas of Focus

  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • General Financial Planning

License information
I am licensed and registered to conduct business in NY. Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, ME, NC, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA

CA Insurance #0E61708

More people come to Ameriprise for financial planning than any other company.1

1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


A private wealth advisory practice of Ameriprise Financial Services, Inc.