Gene Novak - Ubs Financial Services

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1100 Poydras St
New Orleans, LA 70163
+1 (504) 595-5408
https://advisors.ubs.com

Gene Novak - UBS Financial Services Inc. is a reputable wealth management firm based in New Orleans, LA. With over 30 years of experience in the financial services industry, Gene Novak, a First Vice President of Wealth Management, specializes in creating tax-efficient portfolios for high net worth clients. His investment strategy combines fundamental and technical analysis to tailor personalized solutions that align with clients' individual needs and risk tolerance.

As a registered Portfolio Manager, Gene Novak focuses on liquidity management and offers insight-based advice to help clients confidently pursue their life goals. With a comprehensive understanding of the credit markets, he employs a disciplined approach to buying and selling securities. Gene Novak's expertise and dedication to his clients make him a trusted partner in wealth management.

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United States›Louisiana›New Orleans›Gene Novak - Ubs Financial Services