Brett Howard

Brett Howard Email and Phone Number

Wealth Advisor @
Brett Howard's Location
Santa Rosa, California, United States, United States
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.

Brett Howard's Current Company Details
Apex Private Wealth Advisors

Apex Private Wealth Advisors

Wealth Advisor
Brett Howard Work Experience Details
  • Apex Private Wealth Advisors
    Wealth Advisor
    Apex Private Wealth Advisors Sep 2024 - Present
    Santa Rosa, California, United States
  • Ameriprise Financial Services, Llc
    Financial Advisor & Managing Partner - Apex Wealth Advisors
    Ameriprise Financial Services, Llc Jan 2017 - Sep 2024
    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
  • Wells Fargo Private Bank
    Senior Vice President, Wealth Advisor At Wells Fargo Private Bank
    Wells Fargo Private Bank Jul 2015 - Jan 2017
    San Francisco Bay Area
  • Wells Fargo Private Bank
    Senior Vice President, Senior Private Banker At Wells Fargo Private Bank
    Wells Fargo Private Bank Mar 2010 - Jun 2015
    San Francisco Bay Area
  • U.S. Trust, Bank Of America Private Wealth Management
    Vice President, Private Client Advisor
    U.S. Trust, Bank Of America Private Wealth Management Jan 2007 - Feb 2010
    San Francisco Bay Area
  • Bank Of America
    Assistant Vice President, Premier Client Manager
    Bank Of America Jul 2002 - Dec 2006
    Sonoma & Marin County

Brett Howard Education Details

Frequently Asked Questions about Brett Howard

What company does Brett Howard work for?

Brett Howard works for Apex Private Wealth Advisors

What is Brett Howard's role at the current company?

Brett Howard's current role is Wealth Advisor.

What schools did Brett Howard attend?

Brett Howard attended California State University, Chico, Santa Rosa Junior College.

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