What company does Ken Novak work for?

Ken Novak is a Financial Advisor, Senior Vice President at Trading Lab Inc, a company specializing in Depository Credit Intermediation.

Where Ken Novak graduated from?

Ken Novak holds a degree in from Miami University.

Who is Ken Novak?

Ken Novak is a seasoned financial professional with over 25 years of experience in wealth management, specializing in assisting high net worth families. As a CERTIFIED FINANCIAL PLANNER, he provides comprehensive services including retirement planning, estate planning, and tax minimization. Currently serving as Senior Vice President at Merrill Lynch Wealth Management, Ken has a proven track record in investment management and client advisory. His previous roles include Vice President at Charles Schwab and Financial Consultant at Dean Witter Reynolds, showcasing his extensive background in the financial industry. Ken is based in Chicago, Illinois, and is deeply committed to helping clients navigate complex financial landscapes. His expertise is complemented by a Bachelor’s Degree from Miami University. Ken's approach emphasizes personalized service and a thorough understanding of each client's unique financial goals.