David A Novelli, CFP®
Senior Portfolio Management Director, Managing Director, Private Wealth Management
Phone:
(281) 657-1900(281) 657-1900
The Novelli, Vander Voort & Burkett Group at Morgan Stanley
Direct:
(281) 657-1907(281) 657-1907
Our Mission Statement
DEDICATED TO EXCEEDING CLIENT EXPECTATIONS
Our Story
We believe in establishing credibility with you through our actions and our results.
We deliver a wide range of capabilities to help address the complex, multifaceted challenges of managing significant wealth.
We have brought together a deep and capable team, committed to each other and our clients to provide industry-leading service to you and your family.
We deliver a wide range of capabilities to help address the complex, multifaceted challenges of managing significant wealth.
We have brought together a deep and capable team, committed to each other and our clients to provide industry-leading service to you and your family.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
CREDIBLE, CAPABLE AND COMMITTED TO YOUR SUCCESS
At The Novelli, Vander Voort & Burkett Group, we are a dedicated team of experienced financial professionals with a common mission: to exceed our clients’ expectations. We share proven principles that guide our efforts, and follow a disciplined process to developing long-term, dependable and predictable plans designed to meet each of your most important priorities.
Working with a highly accomplished clientele of successful individuals, families and their employers, we have structured our practice to address the complex wealth management challenges affluent people like you face. We are client-centered and solution-oriented, creating and delivering customized strategies and providing access to world-class thought leaders and financial resources. We think in terms of solutions, not products.
We look forward to meeting you and your family to learn more about your needs, goals and challenges, and how the capabilities we bring to the table can help you address them.
Working with a highly accomplished clientele of successful individuals, families and their employers, we have structured our practice to address the complex wealth management challenges affluent people like you face. We are client-centered and solution-oriented, creating and delivering customized strategies and providing access to world-class thought leaders and financial resources. We think in terms of solutions, not products.
We look forward to meeting you and your family to learn more about your needs, goals and challenges, and how the capabilities we bring to the table can help you address them.
PROVEN PROCESS
As you achieve significant financial success, you begin to face a number of distinct challenges and complications managing your affairs. You begin to face more complex investment choices, and your decisions may take on greater consequences. In a world that has become increasingly complex against a backdrop of capital markets that demand greater attention than ever before, you also want to protect your interest, your family and your hard-earned resources.
The complexity surrounding many of your financially related decisions requires thoughtful, thorough analysis. Our team’s depth and experience in analyzing complex matters serves as a critical foundation upon which you can consider alternative approaches. Our focus on solutions, not products, allows us to assess problems from different vantage points in efforts to identify effective solutions for you and your family.
Helping families consider risks carefully by outlining and quantifying them, and then comparing risks to potential returns, helps us tailor optimal approaches. Our clients are focused on priorities like capital preservation and performance, but perhaps like you, they are also concerned about the impact of inflation, debt, volatility, taxes and intergenerational transitions.
Our experienced advisors are available to provide thoughtful and thorough insight that helps you make informed decisions, whether that is assessing measures of risk in a portfolio, identifying factors that might cause a decline in value, or seeking to understand the probability that trusts set up for heirs will meet their stated income distribution rates.
“It takes a lifetime to accumulate wealth, but it can be lost in a blink of an eye. Be Prudent….
Be Thoughtful.”
—David A. Novelli
The complexity surrounding many of your financially related decisions requires thoughtful, thorough analysis. Our team’s depth and experience in analyzing complex matters serves as a critical foundation upon which you can consider alternative approaches. Our focus on solutions, not products, allows us to assess problems from different vantage points in efforts to identify effective solutions for you and your family.
Helping families consider risks carefully by outlining and quantifying them, and then comparing risks to potential returns, helps us tailor optimal approaches. Our clients are focused on priorities like capital preservation and performance, but perhaps like you, they are also concerned about the impact of inflation, debt, volatility, taxes and intergenerational transitions.
Our experienced advisors are available to provide thoughtful and thorough insight that helps you make informed decisions, whether that is assessing measures of risk in a portfolio, identifying factors that might cause a decline in value, or seeking to understand the probability that trusts set up for heirs will meet their stated income distribution rates.
“It takes a lifetime to accumulate wealth, but it can be lost in a blink of an eye. Be Prudent….
Be Thoughtful.”
—David A. Novelli
PROVEN PRINCIPLES
In the process of working with numerous affluent families over the course of many decades, we have developed a core set of principles that underpin our investment philosophy. This is the bedrock upon which we create highly customized strategies to address your family’s specific needs and goals.
OUR APPROACH TO DISCRETIONARY PORTFOLIO MANAGEMENT
We are hands-on investment professionals who manage discretionary portfolios for many of our clients within our team, relying on our four portfolio managers and a range of strategies designed to meet different priorities you might have. This responsibility as portfolio manager demands each and every day that our advisors are abreast of, and seeking to understand, the economy near home and far away. We believe that success in capital market investing requires three essential traits: time, temperament and talent. We discern and draw our own conclusions and establish our own opinions in making investment decisions. With a fully open architecture platform, we have the latitude to choose investments for our clients based solely on our assessment of what is right for them.
We are also supported by one of the industry’s leading investment firms, Morgan Stanley. This allows us to provide our clients with access to the insights, research and analysis of thought leaders, ranging from Morgan Stanley’s renowned Global Investment Committee to award-winning sector analysts, to experts in asset allocation and alternative investments.
We are also supported by one of the industry’s leading investment firms, Morgan Stanley. This allows us to provide our clients with access to the insights, research and analysis of thought leaders, ranging from Morgan Stanley’s renowned Global Investment Committee to award-winning sector analysts, to experts in asset allocation and alternative investments.
ALIGNED INTERESTS. SHARED VALUES.
I started working over four decades ago and am nearing 40 years on Wall Street. In addition to being a financial advisor, I would describe myself as a professional saver, thoughtful investor and prudent practitioner.
In my opinion, today’s financial landscape is more complicated and convoluted than ever before. Geopolitical conditions evolve rapidly, information transitions instantly and decisions are often demanded swiftly. Our team is organized to function like a virtual family office, designed to help our clients through the labyrinth prudently. When I face my own retirement, this is what I’ll expect from my advisors, and why we’ve become the team we are today. I want to be surrounded by energetic, motivated, capable and young professionals.
I learn from them, listen to them, and challenge their views and opinions. I do my best to make them think and think again about what can go right but also about what can go wrong. And we expect our clients to do the same.
When I retire, this is the team I’ll trust to help me and my family through the good episodes and the challenging ones, knowing that over the balance of my years, I’ll have wise counsel and thoughtful advice.
This is our team and my virtual family office. I invite you to join me as one of our clients.
David A. Novelli
Managing Director
In my opinion, today’s financial landscape is more complicated and convoluted than ever before. Geopolitical conditions evolve rapidly, information transitions instantly and decisions are often demanded swiftly. Our team is organized to function like a virtual family office, designed to help our clients through the labyrinth prudently. When I face my own retirement, this is what I’ll expect from my advisors, and why we’ve become the team we are today. I want to be surrounded by energetic, motivated, capable and young professionals.
I learn from them, listen to them, and challenge their views and opinions. I do my best to make them think and think again about what can go right but also about what can go wrong. And we expect our clients to do the same.
When I retire, this is the team I’ll trust to help me and my family through the good episodes and the challenging ones, knowing that over the balance of my years, I’ll have wise counsel and thoughtful advice.
This is our team and my virtual family office. I invite you to join me as one of our clients.
David A. Novelli
Managing Director
Location
845 Texas Ave
Ste 1810
Houston, TX 77002
US
Direct:
(281) 657-1907(281) 657-1907
Meet The Novelli, Vander Voort & Burkett Group
John Vander Voort, CFP®
Executive Director, Private Wealth Advisor, Family Wealth Director, Workplace Advisor – Equity Compensation
Phone:
(281) 657-1901(281) 657-1901
May C. Burkett
Private Wealth Advisor
Phone:
(281) 657-1902(281) 657-1902
Phone:
(281) 657-1895(281) 657-1895
Brandon Lammers
Assistant Vice President, Portfolio Management Associate Director
Phone:
(281) 657-1904(281) 657-1904
Sandra Rodriguez
Vice President, Group Director
Phone:
(281) 657-1903(281) 657-1903
About David A Novelli
David A. Novelli
Managing Director
Private Wealth Advisor
Senior Portfolio Management Director
• Certified Financial Planner™
• University of Texas - BBA in Accounting
• Born in Houston, Texas
• Enjoys running, skiing, flying, travel and spending time with his wife and sons
Managing Director
Private Wealth Advisor
Senior Portfolio Management Director
• Certified Financial Planner™
• University of Texas - BBA in Accounting
• Born in Houston, Texas
• Enjoys running, skiing, flying, travel and spending time with his wife and sons
Securities Agent: AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AZ, AK, AL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1274484
NMLS#: 1274484
About John Vander Voort
John C. Vander Voort
Senior Vice President
Private Wealth Advisor
Family Wealth Director
Senior Portfolio Management Director
• New York University — MBA in Finance
• University of Albany — B.A. in Economics
• Certified Equity Professional and Certified Financial Planner TM
• Born in Middletown, New York.
• John and his wife, Laura, have three children. John enjoys cooking, fitness and the outdoors.
Senior Vice President
Private Wealth Advisor
Family Wealth Director
Senior Portfolio Management Director
• New York University — MBA in Finance
• University of Albany — B.A. in Economics
• Certified Equity Professional and Certified Financial Planner TM
• Born in Middletown, New York.
• John and his wife, Laura, have three children. John enjoys cooking, fitness and the outdoors.
Securities Agent: RI, VT, VI, TX, SD, OR, WV, PA, WA, TN, PR, VA, WY, SC, UT, WI, NV, NH, CA, NM, AR, ND, NJ, OK, NE, AZ, MS, IA, DE, LA, MN, MO, IN, ID, MI, NY, FL, KY, HI, MD, KS, DC, MA, CT, OH, GA, ME, CO, IL, AK, AL, MT, NC; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1272858
NMLS#: 1272858
About May C. Burkett
• University of Texas—B.B.A. in Finance
• SMU Dedman School of Law, J.D.
• Born in Dallas, Texas
• May and her husband, Preston, have three children. May enjoys traveling, fitness, and the outdoors.
• SMU Dedman School of Law, J.D.
• Born in Dallas, Texas
• May and her husband, Preston, have three children. May enjoys traveling, fitness, and the outdoors.
Securities Agent: NV, PA, SD, WI, WY, WV, WA, VT, VI, VA, UT, TX, TN, SC, RI, PR, OR, OK, NY, NM, NJ, NH, NE, ND, NC, MT, MO, MN, MI, MD, MA, LA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, KY, AL, AK, MS, ME, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 2442937
NMLS#: 2442937
About Will Maywald
Texas Christian University—B.B.A. in Finance
Sixth generation Houstonian
Enjoys running, hunting, and spending time with his family
Sixth generation Houstonian
Enjoys running, hunting, and spending time with his family
Securities Agent: PR, OR, MT, KS, ID, IA, SD, IN, CT, AZ, OK, NH, MI, HI, AL, AK, WY, WI, DE, SC, OH, ND, LA, TX, PA, NY, MS, MO, IL, FL, CA, AR, VA, NM, ME, MD, CO, WV, VI, TN, RI, NV, NE, KY, VT, NJ, GA, DC, WA, UT, NC, MN, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2559106
NMLS#: 2559106
About Brandon Lammers
Baylor University - BBA - Economics, Financial Planning and Services
Born in Houston, Texas
Enjoys rugby, hunting, and the outdoors
Born in Houston, Texas
Enjoys rugby, hunting, and the outdoors
About Sandra Rodriguez
University of Houston Downtown – BBA Finance
Born in Houston, Texas
Enjoys fitness, nutrition and reading
Born in Houston, Texas
Enjoys fitness, nutrition and reading
Contact David A Novelli
Contact John Vander Voort
Contact May C. Burkett
Contact Will Maywald
Wealth Management
From Our Team
The NVB Group Perspectives December 2024
Wealth Management
Global Investment Office
Portfolio Insights
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Novelli, Vander Voort & Burkett Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
