Insight-based advice

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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.

  • Kevin-Nowakowski

    Kevin Nowakowski

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
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    • FL
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    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.

    • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • 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 Registered 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

            Senior Wealth Strategy Associate

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

            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), Series 7, Series 66, Life & Health, Variable Life & Health, and recently has passed the Certified Financial Planner (CFP) license exam. 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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              Year-end charitable giving

              As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

              For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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