Jeff Howard, Cfa, Cfp® Email & Phone Number

Without time, attention, and care our financial lives can rapidly devolve into chaos. Wealth and prosperity can complicate life in many ways. I work with individuals, families, and institutions to understand their financial objectives, analyze possible solutions, and make solid decisions that will move them in the direction of their goals. I have a particular passion for behavioral finance and believe a keen awareness of the fallibility of human decision making can help to avoid financial pitfalls. I thrive at the intersection of relationship management, technical competence, and practical implementation. Simply put, I help make complicated financial lives simple and remove the anxiety associated with money.I also serve as the Director of Knowledge Management for our firm. As such I am responsible for the management and development of systems, processes, and resources to harness the collective knowledge of our firm and provide for the ongoing maintenance and sharing of that information. Involves the identification, organization, storage and dissemination of information both to our clients and to internal employees. This includes both employee and client education and the application of artificial intelligence resources as those become more prevalent in our industry.About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting.Our goal is simple - helping our clients focus on what is important to them.

Listed skills include Portfolio Management, Asset Allocation, Investment Management, Investments, and 22 others.