At Howell Wealth Consulting Group, we are not only experienced wealth managers and problem solvers. We are innovative thinkers who understand what drives entrepreneurs and share the same passion for ingenious ideas and creative solutions.
Over the last 25 years, we have worked closely with various industry professionals who have chosen us to help them explore new ventures and further their business and personal aspirations through tailored financial planning and portfolio management. Our team of enthusiastic collaborators can provide the advice you need to help seize opportunities, manage risk, and pursue your definition of success.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Managing Director–Wealth Management
Financial Advisor
Financial Advisor
Client Associate
Managing Director
GFIW-Americas Relationship Manager
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Senior Wealth Strategy Consultant
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Managing Director–Wealth Management
Financial Advisor
Financial Advisor
Client Associate
Managing Director
GFIW-Americas Relationship Manager
Executive Director
Senior Strategist - Family Advisory and Philanthropy Services
Executive Director
Senior Wealth Strategy Consultant
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
