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
**Where were you on September 11, 2001?**
For so many of us, the answer comes immediately.
We asked members of our Nova team to share their memories of that morning—a day that changed our country and so many lives forever.
Today, we remember those we lost. We honor the first responders and service members who answered the call. And we keep their families in our thoughts.
**We will never forget.**
Where were you when you first heard the news?
#NeverForget #September11 #PatriotDay #HonorAndRemember #FirstResponders #September11th #911Remembrance
Sep 11
62? 67? 70? 🤔
When should you claim Social Security?
There isn’t one age that works for everyone.
Your decision may depend on:
💵 Cash flow
📊 Portfolio withdrawals
❤️ Health & longevity
👫 Spousal considerations
🧾 Taxes
🏦 Other retirement income
Waiting may produce a larger monthly benefit.
Claiming sooner provides income earlier.
But the question isn’t simply:
“Which age gives me the biggest check?”
It’s:
“Which age best fits my retirement plan?”
🔗 Read our latest article through the link in our bio.
#SocialSecurity #SocialSecurityPlanning #RetirementPlanning #RetirementIncome #FinancialPlanning #NovaWealthManagement
Sep 10
You spent decades building your retirement savings.
Then one day…
the paycheck stops. 💵
So where does your retirement income come from?
Social Security
Pension
Portfolio withdrawals
Cash
Other income
= Your retirement paycheck
Retirement income planning is about coordinating those resources so your savings can help support the life you planned for.
Our latest blog covers:
💰 Portfolio withdrawals
🪣 Bucket strategies
📉 Market downturns
🏦 Cash reserves
📊 Withdrawal rates
🧾 Taxes
🔒 Guaranteed-income considerations
🔗 Read more through the link in our bio.
#RetirementIncomePlanning #RetirementPlanning #RetirementIncome #RetirementSavings #FinancialPlanning #NovaWealthManagement
Sep 9
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