Emily Novick, CFP®
Portfolio Operations Manager

Emily is the Manager of Investment Research with Tegra Financial Partners. This subsidiary of Habif, Arogeti & Wynne, LLP provides individuals and businesses with comprehensive financial planning and asset management as well as full-service retirement plan consulting and administrative services.

Emily specializes in investment analysis, economic research, portfolio construction, and financial planning. She has over seven years of experience and works closely with financial planning and asset management clients of Tegra. Emily is also a member of the Tegra Investment Committee. The Investment Committee designs the Investment Policy Statement of each client’s portfolio. The Committee also monitors and reviews investment portfolios.

Emily graduated from Dickinson College with a Bachelor’s degree in Economics. She is also a Certified Financial PlannerTM and holds the NASD Series 7 - General Securities Representative and Series 66 - Registered Investment Advisor licenses. Emily is also a Level II CFA candidate.

Contact Information:
Direct Dial: 404-898-7481
Email: emily.novick@hawcpa.com
Fax: 404-602-4604

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.