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© 2013 Partners Wealth Management. All rights reserved.
Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), Member FINRA-SIPC. Partners Wealth Management is a member of PartnersFinancial, an affiliate of NFPSI. Partners Wealth Management and NFPSI are not affiliated. NFPSI does not provide tax or legal advice. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all members of Partners Wealth Management offer securities or investment advisory services.
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Stacy Novotny is the information & efficiency manager for Partners Wealth Management. As a crucial part of the PWM team, Stacy's day to day operations include transcribing and managing the data gathered from the advisors of Partners Wealth Management and preparing for storage in the database. With her skills in integrating our transcription system with our database, Stacy implements a dependable means for the Partners Wealth Management team to communicate in a timely manner. Stacy is a central part of the paperless project that Partners Wealth Management has adopted in an efficiency measure to increase firm production, ensure accuracy, and secure privileged client information.