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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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
💰 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
Trump Accounts Are Not Just for Newborns: What Families Should Know | Nova Wealth Management
Trump Accounts Are Not Just for Newborns: What Families Should Know Trump Accounts have received a lot of attention because of the $1,000 government seed contribution available for certain newborns. But families may be overlooking a bigger point: these accounts may create planning opportunities for more than just children born during the eligible seed-funding window. A recent Forbes article titled……
https://novawealthmanagement.com/trump-accounts-trump-accounts-for-children-trump-account-rules-529-plan-529-college-savings-plan-education-planning-tax-planning-family-wealth-transfer-legacy-planning-roth-ira-traditional-i/?utm_source=instagram-business&utm_medium=jetpack_socialTrump Accounts are making headlines.
But they are not just about newborns.
Families may want to consider:
✔️ Annual contribution rules
✔️ 529 Plan comparisons
✔️ Future Roth IRA planning
✔️ Education funding
✔️ First-home flexibility
✔️ Legacy planning
Our latest blog explains what parents and grandparents should know.
Read more at the link in bio.
#FinancialPlanning #TaxPlanning #EducationPlanning #LegacyPlanning #529Plan
Jul 9
🏥 Retirement planning isn`t just about saving enough money.
It`s also about preparing for the costs that many people overlook.
Healthcare expenses can become a significant part of retirement, making it important to think beyond investment balances alone.
Our latest blog discusses how planning for healthcare costs today may help you feel more prepared for tomorrow.
Read more through the link in our bio!
💬 What part of healthcare planning seems the most confusing to you?
#RetirementPlanning #HealthcarePlanning #FinancialWellness #RetirementGoals #MedicarePlanning
Jul 8
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