Our Team
Our Team
Contact Tamara
- (239) 444-1794
- tamara@novawealthmanagement.com
- (888) 908 - 6052
Tamara Clingan
Tamara Clingan
Wealth Advisor
Wealth Advisor
Tamara Clingan brings a detail-oriented perspective and steadfast integrity to her role as a Wealth Advisor at Nova Wealth Management. With a career spanning more than two decades across banking, third-party administration, and investment management, Tamara is known for her commitment to helping clients achieve wealth-building goals with clarity, discipline, and transparency.
Graduating from the University of South Florida with a degree in Business Administration and a concentration in Accounting, Tamara combines her rigorous financial acumen with real-world problem-solving. Her background as Assistant Vice President at Fifth Third Bank and experience at both registered investment firms and Third Party Administrators USA empower her to navigate complex financial planning issues, from multi-generational strategies to advanced asset management.
Tamara joined Nova in 2015, drawn to the firm’s independent, boutique model and hands-on approach to client service. She is recognized for her analytical mindset, but clients quickly see her approachable, trustworthy demeanor. Tamara places a premium on demystifying complex financial concepts, empowering clients to make informed decisions and creating a clear, actionable roadmap for every stage of life.
Her philosophy is built on the belief that true wealth planning is not just numbers and projections, but about integrity, open communication, and supporting clients through every transition. Tamara’s work is closely supervised by Amy C. Novakovich, CFP®, CRPC®, ensuring that her high standards for compliance and diligence are seamlessly integrated with Nova’s commitment to personalized attention.
Outside the office, Tamara enjoys family time and contributing to the local community, finding fulfillment in seeing her clients—and their financial plans—thrive with confidence.
Disclosures:
Investing involves risk, and client portfolios are tailored based on individual needs and objectives. Nova Wealth Management provides advice in a fiduciary capacity; review our ADV for more information.
Why Clients Choose Tamara
Why Clients Choose Tamara
Two Decades of Accounting & Banking Rigor
Leverages a background in accounting and banking leadership (former AVP at Fifth Third) to execute detail-oriented asset management and complex financial analysis.
Demystifying Complex Financial Concepts
Passionate about breaking down technical tax, trust, and portfolio structures into transparent, actionable roadmaps that empower confident decision-making.
Steadfast Integrity & Compliance
Operates with an analytical, problem-solving mindset, ensuring every multi-generational plan meets the highest standards of regulatory diligence and fiduciary care.
insights from Tamara at nova wealth management
insights from Tamara at nova wealth management
Stay informed with the latest financial planning strategies, market updates, and retirement tips
Start the conversation
Start the conversation
No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.
Take the First Step
Retiring without children? Your financial plan may need a few extra considerations.
Retirement planning isn`t just about how much you`ve saved.
It`s also about preparing for the unexpected.
💰 Who will help manage your finances if needed?
🏥 Who will make healthcare decisions on your behalf?
📋 Are your estate documents current?
🔐 What safeguards are in place against financial fraud?
❤️ Who or what organizations would you like to benefit from your estate?
For solo retirees, these questions can be especially important.
At Nova Wealth Management, we help clients consider the many pieces of a comprehensive retirement plan.
📖 Read our latest blog through the link in our bio.
#SoloRetirement #RetirementPlanning #FinancialIndependence #EstatePlanning #RetirementIncome #BonitaSprings #NaplesFlorida
Nov 12
Your service matters. So does your financial future.
For veterans and military families, retirement planning may involve benefits and considerations that differ from those of other households.
From VA disability compensation and healthcare benefits to military retirement pay and survivor benefits, understanding how these resources fit together can make a meaningful difference.
💙 At Nova Wealth Management, we`re proud to support our veterans and their families.
And we`re especially proud that our team includes a veteran—wealth advisor and CPA Scott Nelson.
Our latest blog explores how veterans benefits can be incorporated into a broader financial strategy.
📖 Read more through the link in our bio.
Thank you for your service!
#VeteransBenefits #MilitaryFamilies #VeteransFinancialPlanning #FinancialEducation #RetirementPlanning #BonitaSprings #NaplesFlorida #NovaWealthManagement
Nov 11
Home of the Free, Because of the Brave. ❤️🤍💙
Today, we honor the courage, commitment, and sacrifices of the men and women who have served our nation.
At Nova Wealth Management, we`re proud to support our veterans and military families.
And today, we`re giving a special shoutout to one of our own! 👏🇺🇸
Scott Nelson, our Wealth Advisor and CPA, is also a veteran!
Scott, thank you for your service and for being part of Team Nova! 💙💛
To every veteran—thank you for your service, your sacrifice, and your dedication to our country.
Happy Veterans Day!
#VeteransDay #ThankYouForYourService #HonorOurVeterans #VeteranPride #MilitaryFamilies #TeamNova #NovaWealthManagement #SupportOurTroops #Veterans
Nov 11
