Advisors at this firm
Scott N
Series 65
Bonita Springs, FL
Nova Wealth Management, Inc.
Scott Nelson is a financial advisor at Nova Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work history at Herc Rentals Inc. and Lasker, Kim & Co. LLP. Outside of his advisory role, he owns Nelson CPA Inc., a certified public accounting firm registered in Florida. Nova Wealth Management provides financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm also offers retirement plan consulting and manages held-away accounts, employing a range of strategies including option writing and tax-efficient asset location.
Stephanie G
Series 65
Bonita Springs, FL
Nova Wealth Management, Inc.
Stephanie Gomez is a financial advisor at Nova Wealth Management, Inc. with over a decade of experience. She holds a Series 65 designation and has previously worked at Pinnacle USA LLC and Truist. Since 2016, she has been involved with Stabilized Steps LLC and SCG Business Consulting LLC. Nova Wealth Management provides personalized financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm employs a range of investment strategies supported by fundamental and technical analysis and offers consulting services to plan sponsors as well as management for held-away accounts.
Stephen H
CFP®, Series 66
Bonita Springs, FL
Nova Wealth Management, Inc.
Stephen Herrington is a CFP® and holds a Series 66 license, with eight years of industry experience. He is currently with Nova Wealth Management, Inc. and Nova Tax Advisors, where he has worked since 2025. His prior experience includes roles at Wells Fargo Clearing Services, Regions Bank, and Fifth Third Bank. In addition to his advisory work, Herrington is involved in tax preparation. Nova Wealth Management provides personalized financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm also offers retirement plan consulting and held-away account management, employing a range of strategies supported by both fundamental and technical analysis.
James N
Series 66
Bonita Springs, FL
Nova Wealth Management, Inc.
James Novakovich is a financial advisor at Nova Wealth Management, Inc. in Bonita Springs, FL, holding a Series 66 designation with 24 years of industry experience. He has been with Nova Wealth Management since 2013 and has been involved in various business activities including tax planning and apparel printing. Nova Wealth Management provides personalized financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm utilizes both fundamental and technical analysis, employing a range of strategies and offering additional services such as retirement plan consulting and held-away account management.
Judd G
Series 65
Dallas, TX
Nova Wealth Management, Inc.
Judd Garrett is a financial advisor at Nova Wealth Management, Inc. in Dallas, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Nova Wealth Management, he was employed by the Dallas Cowboys Football Club for 12 years. Garrett also has a current role at St. Matthews School. Nova Wealth Management offers personalized financial planning and discretionary investment management primarily for individuals, high-net-worth clients, and small businesses. The firm integrates fundamental and technical analysis in its investment approach and provides services including retirement plan consulting and management of held-away accounts.
Tamara C
Series 63, Series 65
Bonita Springs, FL
Nova Wealth Management, Inc.
Tamara Clingan is a financial advisor at Nova Wealth Management, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Envy Sport, Inc., and LPL Financial. Nova Wealth Management provides personalized financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses and corporations. The firm also offers retirement plan consulting and manages held-away accounts using a range of investment strategies grounded in both fundamental and technical analysis.
Amy N
CFP®, Series 63, Series 66
Bonita Springs, FL
Nova Wealth Management, Inc.
Amy Novakovich is a CFP® professional with 18 years of experience, currently serving at Nova Wealth Management, Inc. in Bonita Springs, FL. She has held roles at firms including Purshe Kaplan Sterling Investments and Brandon Brokerage, and she serves on the board of Youth Haven, a children’s shelter. Amy is also a partner at NOVA Tax Advisors, focusing on tax planning. Nova Wealth Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small businesses. The firm employs a range of investment strategies supported by fundamental and technical analysis and offers retirement plan consulting and held-away account management through a Pontera integration.