Our Organization

Christopher Noviello

Christopher Noviello

President

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Christopher Noviello

Christopher Noviello

President

 

Christopher E. Noviello is the Owner and President of the Noviello Financial Group (NFG). Chris joined the firm in 2000 to partner with his father Nick and to reengineer the business model to accommodate an expanding client base. Chris's passion for helping others is a driving force in the continued growth and success of NFG. As of 2013 and with over 20 years of financial services experience, Chris assumed full responsibility for managing the daily operations of the firm, and for overseeing all client relationships, strategy formulation and business development activities. Chris' guiding principles for the firm include: striving to enhance clients' lives, delivering high quality and tested financial solutions, and providing clients with the highest standards of personalized service.

Prior to joining NFG, Chris gained a breath of financial services experiences. Most recently, Chris was an Investment Banking Associate, focused on mergers & acquisitions, at Friedman, Billings & Ramsey in Arlington, VA. Previously, Chris was an Assistant Vice President of Corporate Strategy & Development at Fleet Financial Group in Boston, MA. He also served in Fleet Bank's Commercial Real Estate Division in NYC, and rotated through private banking and other consumer and commercial lending divisions.

Chris' professional and educational credentials include: CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant (ChFC), Enrolled Agent (IRS), and a Bachelor of Science degree from the ILR School at Cornell University.

Chris is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC and an Investment Advisor Representative of Vicus Capital, Inc.

Chris is also a member of the Financial Planning Association, National Association of Tax Professionals, and the Somerset County (NJ) Business Partnership.

Chris resides in Bridgewater, NJ with his wife Stephanie and twin sons Alex and Andrew. Chris and Stephanie enjoy world travel and love to spend quality time with family and friends. Chris enjoys skiing, golf, reading and playing a wide array of sports with his sons. Chris also serves as a volunteer coach for his sons' lacrosse team.

Nicholas Noviello

Nicholas Noviello

Founder (deceased)

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Nicholas Noviello

Nicholas Noviello (1939 - 2015)

Founder (deceased)

 

Nick formed the Noviello Financial Group in 1994. He was a Financial Planner and optimistic guide to his valued clients for over 25 years. Nick's positive energy, client focus, and high quality standards will remain as the foundation of our operational philosophy.

Nick's expertise and experience was acquired at General Electric where he functioned as a CFO and Strategic Planner of three different profit centers during a 17-year period. In that capacity, Nick identified the often un-met need for executives to have a strategic plan for success in their personal financial lives.

Nick's credentials include: CERTIFIED FINANCIAL PLANNER™ certification, graduate of the GE Financial Management Program, MBA from Boston College and BBA from Bryant College.

Nick was a Registered Representative and investment advisor representative of Cetera Advisor Networks LLC and an Investment Advisor Representative of Vicus Capital, Inc.

Nick was also a member of the National Financial Planning Association, the Institute of Certified Financial Planners and the Somerset County (NJ) Business Partnership.

Nick enjoyed golf, tennis, world travel, philanthropic activity and, most of all, enjoyed spending time with his grandchildren.

Nick is survived by his wife Brenda and two sons, Nicholas Jr. and Christopher.

 

Derek Weaver

Financial Planning Analyst, CFP®

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Nicholas Noviello

Derek Weaver

Financial Planning Analyst, CFP®

 

Derek serves as the Financial Planning Analyst for Noviello Financial Group. In this role, Derek is mainly responsible for supporting management in the strategic formulation, analytics, preparation, and presentation of the financial plans. Since joining Noviello Financial Group in August 2006, Derek has had an opportunity to participate in most facets of the operations and client support side of the business. Along with financial planning, Derek handles matters in investment management, product support, research support, and income tax planning & preparation.

Prior to joining NFG, Derek spent 6 years with SEI Investments holding multiple roles, most notably as Operations Manager for the SEI Private Trust Company. His other roles at SEI Investments included Service Team Supervisor, Service Team Member, & Mutual Fund Accountant.

Derek's professional and educational credentials include: CERTIFIED FINANCIAL PLANNER™ certification, Bachelor of Science degree in Business Administration from Skidmore College, and MBA from Villanova University.

Derek lives in Clinton, NJ with his wife, Andrea and son Trey. Derek is a car enthusiast who enjoys coaching & playing ice hockey, skiing and spending quality time with his family and their two pugs.

John Gugliotta

Tax Planning Analyst, CPA

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Christopher Noviello

John Gugliotta

Tax Planning Analyst, CPA

 

John serves as the Tax & Estate Planning Analyst for Noviello Financial Group. In this role, John specializes in income tax planning and preparation work for our clients. In addition to tax work, John is responsible for supporting the strategy formulation, analytics, preparation and presentation of insurance products and estate planning strategies.

Prior to joining NFG in 2010, John worked for Jade Financial Advisors where he provided comprehensive financial planning to middle income taxpayers. Previously, John was a Strategic Planning Manager at Lucent Technologies, where he prepared various analyses of company performance and presented the results to company executives and business unit leadership.

John not only holds a CFP® certificate, but is a CPA and holds the Series 6 and 63 securities registrations. John graduated from Rutgers University with a Bachelor of Arts degree in Accounting.

John lives in Bethlehem, PA with his wife, Karen and their dog, Daisy. John enjoys reading, hiking, chess and is an avid bowler.

 

Annie Stiles

Financial Planner CFP®, ChFC, CRPC

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Christopher Noviello

Annie Stiles

Financial Planner CFP®, ChFC, CRPC

 

Annie serves as a Financial Planner for the Noviello Financial Group. In this role, Annie supports the comprehensive financial planning process in the areas of data gathering, financial analytics, tax and investment planning, and plan preparation.

Prior to joining NFG in May of 2016, Annie spent 4 years as a Financial Planner for Cantor Fitzgerald Wealth Partners located in Yardley, PA. Prior to that, she was employed at Merrill Lynch for 28 years serving in various roles including: Sales Assistant, Client Associate, and Financial Advisor. Since 2005, Annie has been an Adjunct Professor at Raritan Valley Community College. She also taught the insurance section of the Financial Planning Certificate Program at Fairleigh Dickenson University.

Annie's professional and educational credentials include: CERTIFIED FINANCIAL PLANNERTM certification, Chartered Financial Consultant certification, and Chartered Retirement Planning Counselor certification. She graduated from West Chester University with a Bachelor of Sciences degree in Business Administration and from the American College of  Financial Services with a Master of Science degree in Financial Services.

Annie lives in Branchburg, NJ and has adult twin boys Dan and Kevin who both live and work in NYC. She is an avid distance runner and enjoys spending time in NYC with her sons.

 

Sarah Holcombe

Office Manager

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Christopher Noviello

Sarah Holcombe

Office Manager

 

Sarah serves as the Office Manager for Noviello Financial Group. In this role, Sarah supports management on strategic matters, firm calendar management, client communications, financial reporting and human resources functions. She also provides team support in client service areas such as cashiering, insurance and annuity products and income tax intake and delivery processes.

Prior to joining NFG in 2007, Sarah worked at a family-owned fitness center where she was responsible for a wide range of activities ranging from administrative to fitness instruction.

Sarah graduated from Kean University in 2007, receiving a Bachelor of Arts degree in Public Administration and expanded her studies to obtain a Masters of Public Administration in 2009.

Sarah lives in Lambertville, NJ with her husband, Scott and daughter, Ashlyn. Sarah enjoys outdoor activities such as softball and fishing as well as spending time with her family.

 

Clare Vitale

Operations Specialist

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Christopher Noviello

Clare Vitale

Operations Specialist

 

Clare serves as the Operations Specialist for Noviello Financial Group. Clare is responsible for supporting management on executive administration and strategic matters, firm calendar management, administrative and operational support of the team and client service.

Prior to joining NFG in 2015, Clare worked with other boutique wealth management firms and provided operations, service and administrative support. Prior to that, Clare worked many years with Executive Management at Merrill Lynch in back office service and operations.

Clare and her husband Ernie live in Readington, NJ, and have three children -- Danny, Tommy and Olivia. Clare enjoys time at the Shore, reading and cooking. But above all, loves spending time with family and friends.

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