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Anna Howard Email & Phone Number
Director of Real Estate
at
Self Employed
1 work email found
@firstrepublic.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Director of Real Estate
Location
Poway, California, United States
Who is Anna Howard? Overview
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Quick answer
Anna Howard is listed as Director of Real Estate at Self Employed, based in Poway, California, United States. AeroLeads shows a work email signal at firstrepublic.com and a matched LinkedIn profile for Anna Howard.
Anna Howard previously worked as Head of Private Wealth at Lpl Financial and Head of Family Wealth Services at First Republic Private Wealth Management. Anna Howard holds Msba, Financial And Tax Planning from San Diego State University.
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Email format at Self Employed
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{first_initial}{last}@firstrepublic.com
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Profile bio
About Anna Howard
Exceptional financial planning is defined by relationships, insights, opportunities, collaboration, resources and service. I’m most energized when advisory teams orient around a client in a way that not only supports their financial objectives but also their life values.This is what drew me to LPL Financial — their belief in the value of advice and supporting advisors, firms and institutions so they can deliver great advice and run thriving businesses.At LPL, I have continued my career concentration on serving high-net-worth-focused advisors and their clients, as I understand their unique, sophisticated needs and the importance of viewing client relationships in their entirety. That is why I launched LPL’s newest affiliation model, LPL Private Wealth Management, wherein advisors enjoy the benefits of industry-leading payouts, client ownership and business autonomy while gaining access to enhanced service, expanded capabilities and an exclusive high-net-worth advisor community.Prior to joining LPL Financial, I joined First Republic Bank to continue making a career of helping ultra-high-net-worth individuals and families achieve their financial and philanthropic goals. Through this work, I observed the opportunity to deepen relationships with clients and evolve their experience of financial planning. This enabled me to plan to build and lead a new service area for First Republic. As Head of Family Wealth Resources, I collaborated with team members across the organization to design, deliver and drive the adoption of innovative and thoughtful resources that elevated clients’ personal experiences and increased the effectiveness of the advisory teams who serve them.Prior to First Republic, I held progressively responsible positions with Wells Fargo Private Bank, where I helped secure anchor clients, built relationships and substantively grew assets under management. Throughout my last two years with Wells, I ran the P&L for trust and investment fiduciary platforms while managing a team of 16 planning professionals working with Wells’ largest clients. During this time, I also effected a significant paradigm shift to a more proactive and consultative way of delivering services.As a highly engaged manager, I strive to lead by example and approach my work with integrity, inclusivity and commitment. I’m incredibly grateful for the opportunity to partner with so many talented people and various audiences in an area that I’m deeply passionate about.Connect with me to learn more about LPL Private Wealth Management and LPL Financial.
Current workplace
Anna Howard's current company
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5 roles
Anna Howard work experience
A career timeline built from the work history available for this profile.
Head Of Private Wealth
Current- Developed, strategized and launched LPL Private Wealth Management, an employee advisor affiliation model for advisors focused on serving high-net-worth clients. Unique in the industry, LPL Private Wealth provides the.
- In the first six months, onboarded $2.2 billion in new advisor AUM + verbal commitments from additional firms.
- Developed a $30+ billion AUM prospective advisor pipeline for LPL Private Wealth.
- Further refined the comprehensive offering through advisor and business partner feedback.
- Launched a community for approximately 90 teams that have practices focused on supporting HNW clients.
Jun 2023 - Present
Head Of Family Wealth Services
- Built the Family Wealth team to support UHNW clients and advisors. Drove strategy and provided operational oversight for all aspects of the business including product development, marketing, consulting, and.
- Established Family Wealth team focused on delivering tools and services for the UHNW client segment.
- Introduced a solution-oriented and values-driven approach to advance client relationships and expand wallet-share with UHNW clients/prospects and attract new Wealth Managers.
- Created several products, including the Values Exploration Exercise, Priority Cards, and Whole Client Framework, to facilitate meaningful conversations, resulting in at least one new line of business within 90 days of.
- Identified need and established an ecosystem of 100+ vetted specialty partners for services outside of the First Republic scope of services to augment current offerings and enhance client experience.
- Vetted and established two new Donor Advised Fund partner options to meet UHNW client needs.
Jan 2019 - Jun 2023
Sr Regional Fiduciary Manager
- Promoted through progressively responsible positions to manage a P&L and 16-person team for trust and investment fiduciary platforms. Provided oversight for relationships with the Bank’s largest clients.
- Built relationships and developed cross-functional synergies between teams.
- Evolved fiduciary role to focus on qualitative aspects and a proactive advice model, resulting in increased sales.Sr. Wealth Planning StrategistPromoted to lead wealth planning strategy for planning team and.
- Designed a process to meet clients’ needs that facilitated increased client acquisition and revenue growth.
- Identified need and created a new engagement scope and tools that included letter of wishes, family dynamics question framework, and business owner pre-sale planning.
- Developed original scope/fee proposal process which was shared and adopted nationally by teams as a best practice.
Aug 2017 - Jan 2019
Sr. Wealth Planning Strategist
- Promoted to serve as Southwest Region Planning Team Lead covering Southern California, Arizona, and Nevada. Provided oversight for eight planners across the region. Managed San Diego planning team pipeline and.
- Built the financial planning platform for Wells’s Private Bank in Nevada (Reno, Lake Tahoe, and Las Vegas).
- Enabled +$2 million in revenue over 18 months based on planning platform implemented in Nevada.
- Transformed financial performance of the San Diego office.
- Successfully implemented fee-based planning with $215,000 in new planning engagements in first 12 months, with focus on clients of maximum revenue expansion potential.
- Tapped to serve on the firm’s Planning Advisory Council.
Oct 2003 - Jan 2019
2 education records
Anna Howard education
Msba, Financial And Tax Planning
San Diego State University
Bs, Management
San Diego State University
FAQ
Frequently asked questions about Anna Howard
Quick answers generated from the profile data available on this page.
What company does Anna Howard work for?
Anna Howard works for Self Employed.
What is Anna Howard's role at Self Employed?
Anna Howard is listed as Director of Real Estate at Self Employed.
What is Anna Howard's email address?
AeroLeads has found 1 work email signal at @firstrepublic.com for Anna Howard at Self Employed.
Where is Anna Howard based?
Anna Howard is based in Poway, California, United States while working with Self Employed.
What companies has Anna Howard worked for?
Anna Howard has worked for Self Employed, Lpl Financial, First Republic Private Wealth Management, and Wells Fargo.
How can I contact Anna Howard?
You can use AeroLeads to view verified contact signals for Anna Howard at Self Employed, including work email, phone, and LinkedIn data when available.
What schools did Anna Howard attend?
Anna Howard holds Msba, Financial And Tax Planning from San Diego State University.
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