Stephen Herrington, CFP®, CFA®, MBA
Wealth Advisor
- Company:Nova Wealth Management
- Group:Expert Financial Planners
Stephen Herrington, CFP®, CFA®, MBA
Wealth Advisor
Stephen Herrington brings a blend of advanced business insight and client-focused financial planning to his role at Nova Wealth Management. Holding an MBA from Florida Gulf Coast University and a BA in Marketing from Jacksonville University, he joined Nova in February 2025 after a proven tenure as a Financial Advisor at Wells Fargo. Prior to that, he held roles with Wells Fargo Clearing Services, Regions Bank, and Fifth Third Bank
Nova Wealth Management
Stephen specializes in helping clients build long-term financial security through informed strategy and attentive guidance. He is supervised by Amy C. Novakovich, CFP®, CRPC®, whose oversight ensures that Stephen delivers high-quality, compliant advice tailored to each client’s circumstances.
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💵 Corporate bond yields are near their highest levels in years…
But higher yields don`t automatically mean a better investment.
Our newest blog explains:
📈 Why bond yields have increased
⚖️ The trade-off between yield and risk
🏦 Bond ladders vs. individual bonds
📊 How bonds fit into retirement income planning
💼 Why your financial goals matter more than today`s rates
Read the full article through the link in our bio!
#BondInvesting #RetirementPlanning #FinancialPlanning #FixedIncome #WealthManagement #RetirementIncome #InvestSmart #IncomePlanning
Jul 14
👵👴 Grandparents, this one`s for you!
Trump Accounts are getting a lot of attention…
But are they actually the best way to save for a grandchild`s college education?
In our newest blog, we break down:
📚 Trump Accounts vs. 529 Plans
💰 Tax advantages
🎓 College savings strategies
🏡 Long-term flexibility
👨👩👧👦 Legacy planning
Sometimes the newest option isn`t always the best fit—and sometimes using both accounts may make sense.
🔗 Read the full article through the link in our bio!
#529Plan #CollegeSavings #FinancialPlanning #Grandparents #EstatePlanning #LegacyPlanning #EducationPlanning #RetirementPlanning
Jul 13
💰 Could your 457 plan be a hidden retirement opportunity?
If you`re a government employee, first responder, educator, or work for another eligible public employer, a 457 plan may offer unique retirement planning advantages that many people overlook.
Our newest blog explains:
✔️ What a 457 plan is
✔️ How it differs from other retirement plans
✔️ Why it may play an important role in your retirement income strategy
Read the full article through the link in our bio!
#457Plan #RetirementPlanning #FinancialPlanning #FirstResponders #GovernmentEmployees #RetirementGoals #WealthManagement #RetirementReady
Jul 10
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