Pursuing innovation. Uncovering opportunity.

International space station

At Howell Wealth Consulting Group, we’re not only experienced wealth managers and problem solvers, we’re innovative thinkers who understand what drives entrepreneurs. We share their passion for forward- looking ideas and creative solutions.

Over the last 15 years, we’ve worked closely with clients in private equity, technology and cybersecurity— business owners and sales professionals who have chosen us to help them explore new ventures and further their business and personal goals through tailored financial planning and portfolio management. All said, we are a team of enthusiastic collaborators who can provide the advice you need to help seize opportunities, manage risk and pursue your definition of success.

 

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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.

  • ford-howell

    Brad Howell, CLU, ChFC, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • HI
    • ID
    • IL
    • IN
    • MA
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • WA

    Brad has been advising clients for over 22 years. He is passionate about serving successful individuals and families who want to do even better financially. He has a B.A. in economics from the University of California at Berkeley. When not working, he enjoys travel and is learning to play golf.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of California at Berkeley, B.A. Economics
      3030 Old Ranch Parkway
      Suite 300
      Seal Beach, CA 90740
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      Ross Azzarella

      Senior Client Associate

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      • CA
      • CO
      • NV

      Ross Azzarella, Senior Registered Client Service Associate with the Howell Wealth Consulting Group at UBS, has over 24 years of experience in the financial services industry.  Ross takes pride in providing excellent client service and in his extensive knowledge of operations procedures and processes.  Ross began his career in the industry as an Administrative Assistant at Merrill Lynch and quickly advanced to the role of Senior Registered Client Service Associate at Morgan Stanley and later with Wells Fargo Advisors.  His previous experience also includes a position at UBS PaineWebber as an Assistant Operations Manager.

      Ross holds his FINRA series 7, 63, 65 and 31 securities licenses, as well as, his California Insurance License (variable life and annuity). He earned his Bachelor of Arts degree from the University of Colorado at Boulder.

      Prior to entering the financial services industry, Ross worked in the film industry as an Executive Assistant at Paramount Studios and in various production capacities.  In his free time, Ross is an avid film enthusiast and enjoys listening to music.

        • University of Colorado at Boulder, B.A.
          3030 Old Ranch Parkway
          Suite 300
          Seal Beach, CA 90740
        • Daniel Furey

          Executive Director

          Alternative Investments

          Daniel Furey is an Executive Director with UBS where he oversees Alternative Investments Distribution for the Western Region.

          Professional History

          Daniel was recently a Principal at Craton Equity Partners, a late stage Venture Capital Growth Private Equity Fund focused on Cleantech-Sustainable investments. While there he was responsible for various aspects of fund operations focusing primarily on investor relations globally. Prior to that Daniel was responsible for client relationship management and business development at Strategic Value Partners (SVP), a multi-billion dollar distressed debt manager in Greenwich, Connecticut. Prior to re-joining UBS he was also a Director with Merrill Lynch’s institutional relationship management team within their Investment Bank. Daniel has also worked for the UBS Private Bank in Zurich, Switzerland as well as UBS Brinson Partners in New York & Chicago.

          Education Daniel earned a BA in Economics from Southern Illinois University and an MBA from the University of Chicago Booth School of Business.

          Licenses and Certifications

          Series 7, Series 63 & Series 65

          Affiliations

          He proudly served with distinction as a United States Marine.

        Innovation inspires us

        We’re passionate about working together to explore great ideas. Whether you’re seeking advice on raising capital for your own start-up or investing in another, we have the experience, industry knowledge and resources to help each step of the way.

        Planning grounds us

        Access informs us

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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