Nolen Western
Awards/ Recognition
Patrick Nolen has been recognized as a recipient of the Five Star Wealth Manager award eight times.
Taylor Yionoulis has been recognized as a recipient of the Five Star Wealth Manager award five times.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:
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Credentialed as a registered investment adviser or a registered investment adviser representative;
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Active as a credentialed professional in the financial services industry for a minimum of 5 years;
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Favorable regulatory and complaint history review*;
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Fulfilled their firm review based on internal standards;
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Accepting new clients;
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One-year client retention rate;
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Five-year client retention rate;
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Non-institutional discretionary and/or non-discretionary client assets administered;
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Number of client households served;
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Education and professional designations.
Wealth managers do not pay a fee to be considered or awarded. For more information on the Five Star award and the research/selection methodology, go to: