Timothy Womack, CFA
Managing Director & VP Investments at NovaDius Wealth Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
NovaDius Wealth Management
-
Financial Services
-
1 - 100 Employee
-
Managing Director & VP Investments
-
Jun 2022 - Present
You should know what to expect when you work with us. We believe the advisor/client relationship should be an intimate, working partnership and not just a once a year “annual review meeting”. Our relationship should be built on integrity, honesty, and striving for professional excellence at all times. This approach is at the core of what we call the “four pillars” of our advisor/client relationship. The four pillars are: ➤ Comprehensive Financial Planning ➤ Customized Investment Managment ➤ Client Experience ➤ Education We are fiduciaries and we take that responsibility very seriously. As a fiduciary, we are legally obligated to place your financial interests above our own when providing financial and investment advice. We only make recommendations that are in your best interests and exercise the utmost care in doing so. Many advisors are still incentivized to sell you investments that make the most money for their companies or themselves. That is not how we operate. We have no sales quotas or requirements to sell certain investment products…. we only recommend what makes sense for YOUR financial goals and what works best for YOU. To book an introductory call to find out more about how we specifically work with our clients, please contact me at 816-914-3174 or email at timwomack@novadius.com. Show less
-
-
-
The ETF Store - Investment Advisors
-
United States
-
Financial Services
-
1 - 100 Employee
-
VP of Investments
-
Apr 2021 - Present
-
-
-
-
Chief Investment Officer
-
Mar 2020 - Apr 2021
-
-
-
Creative Planning Inc.
-
United States
-
Director of Fixed Income
-
Nov 2016 - Mar 2020
-
-
-
Inovest Wealth Management, LLC
-
United States
-
Financial Services
-
President and Chief Investment Officer
-
May 2008 - Oct 2016
President & Chief Investment Officer for Kansas based Registered Investment Advisory firm. President & Chief Investment Officer for Kansas based Registered Investment Advisory firm.
-
-
-
Kansas City Life Insurance Company
-
United States
-
Insurance
-
300 - 400 Employee
-
Portfolio Manager
-
May 2004 - May 2008
Insurance portfolio management Insurance portfolio management
-
-
-
National Health Insurance Company
-
Qatar
-
Insurance
-
1 - 100 Employee
-
Portfolio Manager
-
Jun 2002 - Apr 2004
Insurance Portfolio Management Insurance Portfolio Management
-
-
-
American Equity Investment Life Insurance Company
-
United States
-
Insurance
-
1 - 100 Employee
-
AVP - Investments
-
May 1999 - May 2002
Insurance Portfolio Management Insurance Portfolio Management
-
-
-
Midland Loan Services
-
Financial Services
-
200 - 300 Employee
-
Credit Analyst
-
1997 - 1999
-
-
Education
-
Columbia University
BA, Economics -
Lincoln Pius X