Our Team
Our Team
Contact Tamara
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
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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
📁 Having a trust and funding a trust are two different things.
You can sign the documents…
Put them safely in a binder…
And still have work left to do.
Depending on your estate plan, you may need to coordinate:
🏠 Real estate
🏦 Bank accounts
📈 Brokerage accounts
💼 Business interests
📋 Beneficiaries
🖼️ Personal property
And as your financial life changes, your estate plan may need another look.
A trust is a plan. Funding helps put that plan into action.
Our newest blog explains what families should know.
🔗 Link in bio.
#LivingTrust #EstatePlanning #TrustFunding #LegacyPlanning #FinancialPlanning #WealthManagement #SouthwestFlorida #NovaWealthManagement
Oct 2
🌴 Dreaming about retiring in Florida?
Before choosing the destination, think about the life you want to live there.
🏖️ Beach or inland?
🏡 Condo or single-family home?
⛳ Golf or boating?
🍽️ Quiet community or lots to do?
🏥 How close do you want to be to healthcare?
💰 And what will your preferred lifestyle actually cost?
From Naples and Bonita Springs to Estero, Fort Myers, Cape Coral and Marco Island, Southwest Florida offers plenty of options—but they aren`t all financially or practically the same.
Retirement planning isn`t only about accumulating enough.
It`s about building a plan for how and where you want to live.
🔗 Read the full blog through the link in our bio.
#RetireInFlorida #FloridaRetirement #SouthwestFlorida #RetirementLifestyle #RetirementPlanning #NaplesFlorida #BonitaSprings #FinancialPlanning #NovaWealthManagement
Oct 1
❤️ Already planning to give to charity?
You may want to think about how you give, too.
For eligible IRA owners age 70½+, a Qualified Charitable Distribution may allow money to go directly from an IRA to an eligible charity. A qualifying QCD can also count toward an RMD when one is required.
That creates an interesting intersection between:
❤️ Charitable giving
💰 Retirement accounts
📆 RMDs
🧾 Tax planning
🌱 Legacy planning
Your generosity may also be part of your retirement tax strategy.
🔗 Read more through the link in our bio.
#CharitableGiving #QCD #RMD #Retirement #TaxPlanning #IRA #LegacyPlanning #FinancialPlanning #NovaWealthManagement
Sep 30
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