Novak & Powell Financial Services, Inc.

Samuel Cornell is a financial advisor at Novak & Powell Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Novak & Powell since 2021 and Vantage Investing since 2005. Outside of his advisory work, he serves as president of CopperZap LLC, a company that manufactures and sells an antimicrobial copper device. Novak & Powell Financial Services, Inc. provides discretionary investment management and tax planning services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes customized portfolios using ETFs and mutual funds, focusing on diversification, fee minimization, and tax considerations, and operates multiple offices with an experienced senior team.

Alan Goldfarb is a CFP® with 24 years of industry experience. He is currently with Novak & Powell Financial Services, Inc. and has held roles at XO Wealth Management, Apella Capital, LLC, and Bacon Financial Management, Inc. Additionally, he has provided financial advisory services for Financial Strategies Advisory Corporation since 1975. Novak & Powell Financial Services, Inc. offers discretionary investment management and financial planning to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes customized portfolios using ETFs and mutual funds with a focus on diversification, fee minimization, and tax considerations, while providing tax planning and preparation internally.

David Novak is a financial advisor at Novak & Powell Financial Services, Inc. in St. Petersburg, FL, with 27 years of industry experience. He has been with Novak & Powell since 2013. Novak holds Series 63 and Series 65 designations. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified portfolios using primarily ETFs and mutual funds, focusing on fee minimization and tax considerations, and integrates financial and tax planning services for its clients.

Joshua Powell is a financial advisor at Novak & Powell Financial Services, Inc. with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Alpine Asset Management, LLC since 2008. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified portfolios primarily using ETFs and mutual funds, integrates tax planning and preparation services internally, and maintains a multi-office presence with a senior team holding professional credentials.

Eric Giesler is a financial advisor at Novak & Powell Financial Services, Inc. with 22 years of industry experience. He holds a Series 65 designation and has worked at Novak & Powell since 2021. His prior experience includes roles at Blue Crab Partners, LLC and Comprehensive Financial Consultants Institutional, Inc. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $333.6 million across about 442 client accounts. The firm emphasizes customized portfolios using primarily ETFs and mutual funds, with a focus on diversification, fee minimization, and tax considerations, and offers integrated tax planning and preparation services.

Gregg Ducatte is a financial advisor with Novak & Powell Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Raymond James Financial Services in various capacities since 2003 and joined Novak & Powell in 2020. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified, tax-aware portfolios primarily using ETFs and mutual funds, and integrates financial planning and tax services within its advisory offerings.

Terry Carr is a financial advisor with Novak & Powell Financial Services, Inc. in Largo, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Novak & Powell since 2020 and concurrently operates Carr Capital Management, Inc., a support company for Raymond James Financial Services activities. Additionally, Carr has been involved in tax preparation services since 2005. Novak & Powell Financial Services, Inc. provides discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes customized portfolio construction using primarily ETFs and mutual funds, with a focus on diversification, fee minimization, and tax considerations, and offers integrated tax planning and preparation services.