We are a team of dedicated Certified Financial Planners established on the principles of trust and integrity, committed to helping you achieve your financial goals. To accomplish this we apply a set of rigorously tested principles combined with our core beliefs and values. Our vision is to help you protect, grow and simplify your financial life so that you can spend more of your time enjoying those things in your life that matter the most to you. We seek to build a long-term relationship with you based upon shared values of understanding, trust, communication and sound decision making as we strive to provide you with successful outcomes.
- CFA Institute
- Certified Financial Planner Board of Standards
- CNY Triathlon Club
- Asset Management
- Business Planning
- Business Succession Planning
- Wealth Management
- Endowments and Foundations
- Estate Planning
- Financial Planning
- Institutional Services
- Philanthropic Services
- Professional Portfolio Management
- Qualified Retirement Plans
- Retirement Planning
- Certified Financial Planner
- Chartered Financial Analyst
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Accident & Health Insurance
- BS - Accounting, Ithaca College
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- 2000
- Present:
Morgan Stanley Smith Barney
Financial Advisor
Investment Management Specialist
Portfolio Manager
Syracuse, NY
- 1999
- 2000: First Albany Corp.
Financial Analyst
Albany, NY
- 1996
- 1999: Scudder Kemper Investments
Jr. Portfolio Manager
New York, NY
I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Are you being offered an early retirement package? Visit our Product & Service Materials link for the IRA Rollover Guide to Lump Sum Distributions.
Maureen A. Novak is licensed in the following state(s):
CA, FL, IL, IN, MA, NC, NY, OH, OR, SC, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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