Brett Howard
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Brett Howard Email & Phone Number

Wealth Advisor at Apex Private Wealth Advisors
Location: Santa Rosa, California, United States 6 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Apex Private Wealth Advisors
Role
Wealth Advisor
Location
Santa Rosa, California, United States

Who is Brett Howard? Overview

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Quick answer

Brett Howard is listed as Wealth Advisor at Apex Private Wealth Advisors, based in Santa Rosa, California, United States. AeroLeads shows a matched LinkedIn profile for Brett Howard.

Brett Howard previously worked as Financial Advisor & Managing Partner - Apex Wealth Advisors at Ameriprise Financial Services, Llc and Senior Vice President, Wealth Advisor at Wells Fargo Private Bank at Wells Fargo Private Bank. Brett Howard holds Bachelor Of Science (Bs), Marketing from California State University, Chico.

Profile bio

About Brett Howard

Apex Wealth Advisors, A financial advisory practice of Ameriprise Financial Services, Inc.As an Ameriprise financial advisory practice, Apex Wealth Advisors can help navigate your complex financial needs. Whether it's investment management, tax strategies or legacy planning, we can work with you to grow and preserve what you've worked so hard to achieve. Reach out and discover the personal service and attention you deserve. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.Brett Howard is a LPL Registered Representative and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Current workplace

Brett Howard's current company

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Apex Private Wealth Advisors
Apex Private Wealth Advisors
Wealth Advisor
6 roles

Brett Howard work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Apex Private Wealth Advisors

Santa Rosa, California, United States

Sep 2024 - Present

Financial Advisor & Managing Partner - Apex Wealth Advisors

Santa Rosa, Ca

As an Ameriprise financial advisory practice, Apex Wealth Advisors can help navigate your complex financial needs. Whether it's investment management, tax strategies or legacy planning, we can work with you to grow and preserve wheat you've worked so hard to achieve. CA Insurance #0G56936

Jan 2017 - Sep 2024

Senior Vice President, Wealth Advisor At Wells Fargo Private Bank

San Francisco Bay Area

Jul 2015 - Jan 2017

Senior Vice President, Senior Private Banker At Wells Fargo Private Bank

San Francisco Bay Area

Mar 2010 - Jun 2015

Assistant Vice President, Premier Client Manager

Sonoma & Marin County

Jul 2002 - Dec 2006
2 education records

Brett Howard education

FAQ

Frequently asked questions about Brett Howard

Quick answers generated from the profile data available on this page.

What company does Brett Howard work for?

Brett Howard works for Apex Private Wealth Advisors.

What is Brett Howard's role at Apex Private Wealth Advisors?

Brett Howard is listed as Wealth Advisor at Apex Private Wealth Advisors.

Where is Brett Howard based?

Brett Howard is based in Santa Rosa, California, United States while working with Apex Private Wealth Advisors.

What companies has Brett Howard worked for?

Brett Howard has worked for Apex Private Wealth Advisors, Ameriprise Financial Services, Llc, Wells Fargo Private Bank, U.S. Trust, Bank Of America Private Wealth Management, and Bank Of America.

How can I contact Brett Howard?

You can use AeroLeads to view verified contact signals for Brett Howard at Apex Private Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Brett Howard attend?

Brett Howard holds Bachelor Of Science (Bs), Marketing from California State University, Chico.

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