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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James-Nowakowski

    James Nowakowski

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MI
    • NC
    • NJ
    • OH
    • OR
    • SC
    • TX
    • WA
    • WI

    James, who wanted to apply his business skills and help people achieve their financial goals, has worked in the financial services industry since 1966. He joined PaineWebber, UBS’s predecessor firm, in 1992. He earned a B.S. degree in business administration from Wayne State University and a M.S.A. degree in business administration from Central Michigan University. James and his wife, Sharon, have been married for 40 years. They have two children, Rebecca and Kevin and two grandsons. Outside of the office, James enjoys golf, fishing, traveling, classic cars, and boating.

      • Wayne State University, B.S. in Business Administration
      • Central Michigan University, M.S.A. in Business Administration
        2301 West Big Beaver Road
        Somerset Place Office Building
        Troy, MI 48084
        james.nowakowski@ubs.com
        James Nowakowski
        2301 West Big Beaver Road,Troy,MI,48084
      • Kevin-Nowakowski

        Kevin Nowakowski

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • OH
        • OR
        • PA
        • SC
        • TX
        • UT
        • WA
        • WI

        Kevin began his career in financial services in 1993 when he joined Paine Webber, UBS’s predecessor firm, after he graduated from Michigan State University with a B.A. degree in finance. Since then, he has qualified as a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM and an Accredited Asset Management SpecialistSM. Kevin and his wife, Stephanie, have two sons, Nicholas and Justin. Outside of the office, he enjoys fishing, golf, travelling and watching auto races.

          • Michigan State University, B.A. in Finance
            2301 West Big Beaver Road
            Somerset Place Office Building
            Troy, MI 48084
            kevin.nowakowski@ubs.com
            Kevin Nowakowski
            2301 West Big Beaver Road,Troy,MI,48084
          • carol

            Carol Wake

            Senior Client Associate

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            • AR
            • AZ
            • CA
            • CO
            • FL
            • GA
            • IL
            • IN
            • MI
            • NC
            • OH
            • OR
            • PA
            • SC
            • TX
            • WA
            • WI

            Carol joined The Nowakowski Team in 2018 and has nearly 37 years experience in the financial services industry.

            Prior to joining UBS, she was employed with Ameriprise Financial and Morgan Stanley.

            She holds Series 7, 9, 10, 63, 65, and 66 licenses as well as her Insurance licenses which allow her to assist clients with diverse transactional and other service-related needs, enhancing the team’s ability to provide excellent service.  Carol supports the team by handling the administrative aspect of the business and assisting clients with account maintenance.

            Carol and her husband, Rich, reside in White Lake and have 4 children Jillian, Bill, and identical twins Lisa and Carla.  They have 11 grandchildren, and 1 great grandchild.

            Outside of the office she enjoys golfing, quilting, and traveling.  

                  2301 West Big Beaver Road
                  Somerset Place Office Building
                  Troy, MI 48084
                  carol.wake@ubs.com
                  Carol Wake
                  2301 West Big Beaver Road,Troy,MI,48084
                • Photo of Nick Nowakowski

                  Nicholas Nowakowski

                  Client Associate

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                    Nick joined the Nowakowski Team in May of 2024 after graduating from Michigan State University with a B.A. Degree in Finance and a Minor in Financial Planning and Wealth Management. He currently holds the Securities Industry Essentials (SIE) and is working towards being fully licensed and ultimately obtaining the Certified Financial Planner (CFP) license to help people achieve their goals. Outside of work, Nick loves going to the gym, playing golf, and traveling.

                      • Michigan State University, B.A. in Finance
                        2301 West Big Beaver Road
                        Somerset Place Office Building
                        Troy, MI 48084
                        nicholas.nowakowski@ubs.com
                        Nicholas Nowakowski
                        2301 West Big Beaver Road,Troy,MI,48084

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                      UBS and Credit Suisse—stronger than ever

                      Global Wealth Report 2024

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                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                      Gain additional insights into the trends shaping wealth in the US and around the world.

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