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Timothy N

ChFC®, Series 63, Series 65

Danville, PA

Raymond James Financial

Timothy Novatnack is a financial advisor with Raymond James Financial in Danville, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including long-term roles at Raymond James and Fulton Bank. Outside of his advisory work, he is involved in investment sales and service at Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through its advisory programs and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joseph N

Series 63, Series 66

Danville, PA

Raymond James Financial

Joseph Novatnack is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Citi, Prudential Insurance Company of America, and The Vanguard Group. Novatnack is also associated as an employee with Fulton Financial Advisors in Danville, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning methods that utilize risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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