Trey A. Novara, CFP®

Trey A. Novara, CFP®

Managing Director

Mr. Novara has been in the financial services industry since 2010. Prior to his current position, Mr. Novara gained experience in different specialties from employer sponsored plans to private banking, where he received numerous accolades from company and industry organizations. Mr. Novara's education and experience enable him to explain complex issues and strategies in clear language, which helps clients to feel comfortable with their financial strategy.

Mr. Novara is certified by The CFP Board as a CERTIFIED FINANCIAL PLANNER™. CFP® professionals are held to strict ethical standards. What's more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. Mr. Novara attended the Harbert College of Business, Auburn University and earned a Bachelor's of Science in Business Administration, Finance in 2009, as well as, certificates in investments and financial planning from Harvard University and Kaplan Financial.

Away from the office, Mr. Novara enjoys spending time with his family. He is also active with the Veteran Golfers Association, an organization dedicated to enriching the lives of veterans and their family through golf; Folds of Honor, who provides educational scholarships to the children and spouses of our fallen and disabled service members; and has served other local boards and organizations. 

Phone 205.268.1801