M.B.A., Boston University
B.S. Accounting, Ithaca College
About Maureen Novak:
Maureen Novak is a Financial Advisor at Morgan Stanley. She has over 20 years of combined experience in the areas of investments, financial, divorce and retirement planning. Maureen employs a thorough discovery process to uncover each client’s goals and concerns, helping develop tangible strategies to address them. She takes special care to facilitate thoughtful discussions and effective communication within each family. Maureen also helps facilitate communication among tax and legal advisors, ensuring financial advice is coordinated and comprehensive.
Maureen holds the Family Wealth Director designation from Morgan Stanley, which is a rigorous accreditation program focused on the skills required for comprehensive wealth management including business succession planning, estate planning and family wealth planning.
Maureen is a Certified Financial Planner (CFP®). The CFP® designation is awarded to planners who are committed to competent and ethical behavior when providing financial planning. Maureen is also a Chartered Financial Analyst® (CFA®). The CFA® designation is regarded to be a key certification for investment professionals, especially in the areas of research and portfolio management. She is also a Corporate Retirement Plan Specialist (CRPS).
As an advocate for women, Maureen served as Chairwomen and CEO for the “Women at Morgan Stanley” local chapter. In 2017, 2018, and 2019 Maureen was nationally honored by Working Mother’s Magazine on their list of Top Working Mothers. Additionally, in 2019 she was nominated for the Barron’s Top 100 Women List.