RGT Wealth Advisors has appointed attorney Steve Novak to the firm as managing director, according to a news release.
Novak is an industry veteran who has spent the past two decades advising wealthy individuals and family offices on estate, gift and income tax planning matters. He most recently served as managing director for Morgan Stanley in Dallas.
He earned a bachelor’s degree from the University of Kansas and a J.D. from the University of Kansas School of Law.
Headquartered in Dallas, RGT Wealth Advisors serves clients nationwide and has approximately $4 billion in assets under management.
