Carol Novak
Partner Advisor
Designations: CFP®, MBA
410-515-6310
Carol Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 33 years of advisory sector experience. Married to Allworth Partner Advisor, Dan Novak, and the mother of two adult children, Carol holds a BS in Finance and Economics from Towson University, and has earned an MBA from Loyola University, Maryland. “I believe much of my role as an advisor is to educate my clients and to help them maneuver the complexities of everyday financial decisions,” she said. Carol lives with her husband of 37 years near the Allworth office in Bel Air, Maryland.
Carol Novak is a CERTIFIED FINANCIAL PLANNER™ professional with over 33 years of advisory sector experience. Married to Allworth Partner Advisor, Dan Novak, and the mother of two adult children, Carol holds a BS in Finance and Economics from Towson University, and has earned an MBA from Loyola University, Maryland. “I believe much of my role as an advisor is to educate my clients and to help them maneuver the complexities of everyday financial decisions,” she said. Carol lives with her husband of 37 years near the Allworth office in Bel Air, Maryland.
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- Carol Novak, Allworth Partner Advisor
More About Carol:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
22,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$17 billion AUM4
Top 100 RIA Firm
Barron's1
