Partner Advisor, CFP®, MBA
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.