I focus my practice on the financial and investment planning, wealth and risk management needs of individuals, families, and business owners.
Prior to joining Charter Oak, I worked as a wealth director for high-net-worth individuals and families at BNY Mellon Wealth Management in Boston, MA. I earned a designation as an Accredited Wealth Management Advisor (AWMA®) from the College for Financial Planning. I also hold a degree in marketing from Bryant University in Smithfield, RI.
Outside of the office, I enjoy staying active, traveling, and cooking. Mywife Stephanie and I reside in Madison, CT.
Our commitment to sustainability is fundamentally aligned with and ingrained in how we operate and deliver value to our customers, policyowners, employees, communities, and the planet we share. Our annual Sustainability Report details our progress and reflects our commitment to being transparent about our performance.
Adam Novak AWMA® is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 330 Whitney Avenue #600, Holyoke, MA 01040, Tel: (413) 539-2000
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.
I am licensed to sell Insurance Products in the following jurisdictions:
Connecticut, Florida, Massachusetts, Maryland, North Carolina, New Jersey, New York, Pennsylvania
I am licensed to sell Securities Products in the following jurisdictions:
Connecticut, Massachusetts, New Hampshire, New York, New Jersey, Vermont, Florida, Texas, Georgia, Arizona, Rhode Island
Adam Novak AWMA®, Guilford, CT
Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.
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