First State Financial Management

First State Community Bank Building

15 South 5th Street

Columbia, MO 65201

(573) 441-1500


Tom Novak, AAMS

Financial Advisor


Tom Novak draws on his financial industry experience dating back to 2000 to inspire and motivate his clients to reach their goals.  He works in partnership with his clients to identifytheir needs. Tom selects the appropriate financial strategies,and provides ongoing consultation.

 

Tom’s mission is to develop trusted financial relationships and provide ongoing professional guidance. His experience includes developing and implementing financial plans for individuals and business owners.  Among his financial offerings are asset management, pre-retirement and retirement income solutions, asset allocation strategies, and tax efficient strategies.

 

Tom studied Broadcasting at Broadcast Center/Maryville College. He maintains Series 6, 63, and 66 Corporate Securities Representative registrations with the Financial Industry Regulatory Authority.

 

Community and volunteerism are a way of life for Tom.  He lends his time, talent and treasure to many organizations benefiting people ranging from elementary children to senior adults.  As a reflection of his efforts, Tom was awarded the Bob Miller Award for Continuous & Meritorious Service from Notre Dame Athletic Booster Club for 2012-13.

 

Tom and his wife, Lisa, look forward to life in Columbia where they will be closer to son, Cory, a Chemistry major at Truman State.

 

Tom welcomes the opportunity to help you achieve your financial goals.  He is available to meet with you in his office, at your local branch, or if more convenient, your home or place of business. 

 

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