Financial Advisors: Tim Novatnack
An experienced, attentive financial advisor, Tim Novatnack’s mission is to advise individuals and organizations in the most efficient methods of wealth accumulation and preservation. Tim has developed a keen insight into developing professional and personal relationships. He works closely with his clients in formulating appropriate strategies and his expertise lies in selecting investments that match each client’s specific goals and objectives.
Tim has been with Fulton Financial since 1999, and has over 25 years of experience in the financial services industry.
A graduate from Muhlenberg College, he earned a Bachelor of Science degree in Accounting and Business Administration, minor in Finance. Tim continued his education and earned designations of Chartered Life Underwriter and Chartered Financial Consultant. Additionally, Tim holds his Series 6, 7, 63 and 65.
Tim currently resides in Bloomsburg, Pennsylvania. He enjoys spending time with his wife Karen, and their children, Joseph, Elizabeth and Michael.
Your Rights as a Client
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
Investment Consulting Process
Step 1: Determine Financial Objectives
Step 2: Developing a Plan
Step 3: Implementation
Step 4: Tracking Performance
The above mentioned is a financial advisor with, and offers securities through, Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, (not affiliated with Fulton Financial Advisors or the Financial Institution) and are not insured by the FDIC or any other government agency or bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.