Tailored wealth advice

Professional guidance that helps inspire confidence

Your Goals. Our Expertise.

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 20 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.

A focus on personalized access and service

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.

Professionals

Professionals

Multi-generational families

Multi-generational families

Foundations and endowments

Foundations and endowments

Connecting you to the deep resources of UBS

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.

Investment management

Investment management

retirement couple

Retirement planning

Institutional consulting

Institutional consulting

Meet the team

  • BradH

    Brad Howell, CLU, ChFC, CFP

    Managing Director–Wealth Management

    Financial Advisor

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

    With over 22 years of experience, Brad Howell is an industry leader and is one of a small number of UBS Financial Advisors who have earned the designation of Managing Director-Wealth Management. With over four consecutive years on the Forbes Best-in-State Wealth Advisors list, he provides various financial services and highly personalized wealth management advice to help individuals achieve their financial goals and aspirations.

    Brad and his team at Howell Wealth Consulting Group focus on providing comprehensive financial planning for individuals, families, and companies with over $2 million in investable assets.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The 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
      Financial planning
      Retirement planning
      Estate planning strategies
      Investing
      Alternative investments
      Hedge Fund managers
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
    • bill

      Bill Aulwes

      Financial Advisor

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

      Bill Aulwes is a Financial Advisor based in Phoenix, Arizona, at UBS, one of the largest multinational investment banking and financial services companies in the world. After receiving his bachelor's degree from the University of California, Santa Barbara, in Law and Society, and a master’s in organizational leadership from Chapman University, he applied his knowledge of social sciences to the financial sector.

      With nearly 25 years of experience at the Capital Group in various client-related leadership positions and back-office operations, Bill applies his expertise in this industry to establish a personalized plan for clients to achieve their financial goals. 

        • University of California, Santa Barbara, B.A. Law and Society
        • Chapman University, Master's in Organizational Leadership
          Financial planning
          Retirement planning
          Estate planning strategies
          Retirement Plan consulting
          Equity plans
          2575 East Camelback Road
          Suite 900
          Phoenix, AZ 85016
        • Tyler headshot

          Tyler Hollis

          Client Associate

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            Tyler moved to Arizona nine years ago from Saugus, California, to attend Arizona State University. After managing, bartending, and serving in various restaurants in Phoenix for years and backpacking through Europe for several summers, Tyler found his passion for writing! So, he returned to school and received his master's degree from the Walter Cronkite School of Journalism and Mass Communications. 

            He has written and edited for several publications, primarily Arizona Foothills Magazine, and launched a blockchain development company as their copywriter. Tyler has an extensive background in customer service and is excited to bring his creative skills to help the team and their clients at UBS.

              • Arizona State University, B.S. Communications
              • The Walter Cronkite School of Journalism and Mass Communications at Arizona State University, Master's of Mass Communication
                Banking
                Lending services
                Cash management
                Securities-backed lending
                Asset allocation
                2575 East Camelback Road
                Suite 900
                Phoenix, AZ 85016
              • William J. Thompson, CFA®

                Managing Director

                GFIW-Americas Relationship Manager

                Bill is a Relationship Manager for the UBS Global Family & Institutional Wealth (GFIW) Group in the Americas. He focuses on creating customized coverage models and providing tailored solutions from across the firm to sophisticated Family Office clients.

                Prior to rejoining UBS, Bill led family office investment efforts as an Investment Director at Fidelity Family Office Services. In that role, he worked alongside the investment teams of the largest pools of family office wealth to solve public and private market investment challenges. Previously, he was Senior Vice President, Alternative Investments, and an investment committee member of a quantitative investment manager. Before that, he was the lead portfolio specialist for discretionary investment management at UBS Wealth Management UK in London, and a Portfolio Strategist at UBS Wealth Management Americas.

                Bill is a Chartered Financial Analyst charterholder (CFA®), a Certified Investment Management Analyst (CIMA®), and holds the CFA Society of the UK-administered Investment Management Certificate (IMC). He graduated from Boston College with a BS in Finance, earned an MBA from Boston University and a MS from Texas Tech in Financial Planning.

                Bill lives in the Dallas-Fort Worth metroplex with his wife and two daughters.
              • Debra Phares, CAP®

                Executive Director

                Senior Strategist - Family Advisory and Philanthropy Services

                Professional History
                As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

                Prior to joining UBS Financial Services, Debra was with Bank of America Private Bank where she spent eight years as a Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry; joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

                Community Involvement
                Debra currently serves as a Vice President of the Board of the Aaron Family Jewish Community Center. She is also a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive.

                Education
                Debra is a graduate of The University of Texas at Austin with a Bachelors of Arts in Art History, and she holds the Chartered Advisor in Philanthropy® designation from the American College of Financial Services. Debra lives in Dallas, Texas with her two teenage sons and her mini dachshund.