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Frederick W
CFA®, Series 63, Series 65
Atlanta, GA
NovaPoint Capital LLC
Frederick Wright IV is a financial advisor with NovaPoint Capital LLC in Atlanta, GA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining NovaPoint Capital in 2019, he worked at Brightworth, LLC for three years. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies, combining quantitative, fundamental, and technical analysis to manage portfolios typically consisting of 30–50 stocks.
Alan C
Series 63, Series 65
Atlanta, GA
NovaPoint Capital LLC
Alan Conner is a financial advisor at NovaPoint Capital LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NovaPoint Capital since 2015. Outside of his advisory role, he owns and operates My Professional CFO, LLC, a business providing document filing and bookkeeping services to independent contractor physicians. NovaPoint Capital LLC offers discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm manages approximately $437 million across about 201 client relationships and employs a dividend-growth equity strategy with a long-term investment horizon.
Meghan H
CFP®, Series 65
Williamsburg, VA
NovaPoint Capital LLC
Meghan Hoover is a CFP® and holds a Series 65 license with one year of industry experience. She has worked at NovaPoint Capital LLC since 2025 and previously spent three years at The American College of Financial Services. Prior to her financial career, she served eight years with The 1st Capabilities Integration Group in the US Army. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a range of clients including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies and combines quantitative, fundamental, and technical analysis to construct typically 30–50 stock portfolios.
Joseph S
CFA®, Series 63
Atlanta, GA
NovaPoint Capital LLC
Joseph Sroka is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at NovaPoint Capital LLC since 2015. He holds a Series 63 license and is based in Atlanta, GA. Outside of his advisory role, he owns The Algorquin Company, LLC, a consulting business unrelated to investment activities. NovaPoint Capital LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, and corporate entities. The firm employs a dividend-growth equity strategy focused on long-term holdings and uses a combination of quantitative, fundamental, and technical analysis in portfolio construction.
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