Gene Novak has been serving the financial needs of professionals, business owners and their families for more than 40 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Gene takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Gene works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Raymond James' extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Gene works diligently to help you develop both your personal financial plan and a detailed investment strategy.
Gene's planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Gene graduated from University of New Orleans with his undergraduate degree, and from Loyola University with a BBA in finance and an MBA.
Prior to joining Raymond James in 2025, Gene worked for UBS Financial Services, Inc. for 12 years, and for Wells Fargo for 32 years, for a total of 44 years as a financial advisor. Away from the office, Gene enjoys time with family and friends.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.