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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Take the First Step
SAME RETURNS.
DIFFERENT ORDER.
DIFFERENT OUTCOME. 📊
Two hypothetical retirees.
Both start with $1 million.
Both withdraw $50,000 per year.
Both experience the same six investment returns.
But the retiree who experiences the market declines first ends our example with about $153,000 less.
That`s sequence of returns risk.
Once retirement withdrawals begin, when the bad market years happen can matter.
🔗 Learn more at the link in our bio.
#SequenceOfReturnsRisk #RetirementPlanning #RetirementIncome #Retirement #Investing #FinancialPlanning #WealthManagement #NovaWealthManagement
Sep 3
🚨 STOP BEFORE YOU SEND MONEY.
If an unexpected call, text, email or online relationship suddenly involves money:
🛑 STOP
📞 CALL someone you trust
🔍 VERIFY independently
🏦 CONTACT your financial institution if money moved
📋 DOCUMENT what happened
🔐 PROTECT your accounts
And if you`ve already been scammed?
⚠️ Watch for the second scam.
Someone promising to recover your stolen money for a fee may be trying to victimize you again.
Save this post. Share it with your parents. Share it with your kids.
This is a conversation every family should have.
🔗 More at the link in our bio.
#ScamAwareness #FinancialScams #FraudPrevention #OnlineScams #AIScams #RetirementPlanning #FinancialPlanning #NovaWealthManagement
Sep 2
55–64? Retirement is getting real. 👀
And you may be wondering:
“Have I saved enough?”
There`s no single number that can answer that question for everyone.
Your retirement readiness can depend on your:
💰 Savings
📊 Investments
🏦 Social Security
🏠 Debt
🩺 Healthcare costs
💵 Retirement spending
📅 Retirement date
The goal isn`t simply to match someone else`s number.
It`s to understand whether your money can support the retirement you`re planning.
🔗 Read our latest blog — link in bio.
#Retirement #RetirementPlanning #RetirementSavings #RetirementAt55 #FinancialPlanning #SocialSecurity #Investing #WealthManagement #NovaWealthManagement
Sep 1
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