William Howard, Cfp®

William Howard, Cfp® Email and Phone Number

Empowering Clients with Clarity and Confidence to Achieve Their Financial Goals. @ BENCHMARK FINANCIAL LLC
Fort Lauderdale, FL, US
William Howard, Cfp®'s Location
Fort Lauderdale, Florida, United States, United States
William Howard, Cfp®'s Contact Details

William Howard, Cfp® personal email

n/a

William Howard, Cfp® phone numbers

About William Howard, Cfp®

I created BENCHMARK FINANCIAL LLC to work with those who value service and want to work within a one-on-one relationship. Like a concierge at a hotel, you ask the questions and I provide recommendations and solutions. Financial Planning is much more than a broker selling products. Every choice you make can have consequences for tax planning, estate planning, and other areas of your financial life. Don't be one of the many. Be one of the few and experience a personal relationship.

William Howard, Cfp®'s Current Company Details
BENCHMARK FINANCIAL LLC

Benchmark Financial Llc

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Empowering Clients with Clarity and Confidence to Achieve Their Financial Goals.
Fort Lauderdale, FL, US
Website:
benchmark.financial
Employees:
3
William Howard, Cfp® Work Experience Details
  • Benchmark Financial Llc
    Benchmark Financial Llc
    Fort Lauderdale, Fl, Us
    View
  • Benchmark Financial Llc
    Managing Director
    Benchmark Financial Llc Mar 2017 - Present
    Fort Lauderdale, Fl, Us
    Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and BENCHMARK FINANCIAL LLC are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
    View
  • Massmutual
    Certified Financial Planner™ Professional
    Massmutual Nov 2015 - Mar 2017
    Springfield, Massachusetts, Us
    I was affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
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  • Bb&T
    Private Advisor
    Bb&T Jun 2012 - Oct 2015
    Charlotte, Nc, Us
    Private Advisor, for BB&T's Wealth Division in the Fort Lauderdale area.
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  • Wealth Development Associates Llc
    Managing Principal Consultant
    Wealth Development Associates Llc Mar 2011 - Jun 2012
    Wealth Development Associates is a fee-based financial planning/consulting firm that provides unbiased advice and prudent strategies for investing.
  • Seacoast National Bank
    Executive Vice President - Wealth Management
    Seacoast National Bank Jun 2009 - Mar 2011
    Stuart, Florida, Us
    Responsible for the leadership and direction of Wealth Management Services. Primary focus on integrating the comprehensive delivery of all Seacoast Wealth Management services – Financial Planning, Trust/Fiduciary, Investment Management, Brokerage, and Insurance – to targeted existing bank clients and prospects.
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  • Suntrust
    Managing Director
    Suntrust 2005 - 2009
    Charlotte, Nc, Us
    Developed and executed regional and corporate strategic initiatives and priorities related to Wealth Management services in the Fort Lauderdale, Boca Raton, and West Palm Beach markets.
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  • Suntrust
    Managing Director
    Suntrust Sep 2002 - Oct 2005
    Charlotte, Nc, Us
    Managed a team of wealth management professionals in the Windermere market.
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  • Suntrust
    Wealth Management Advisor
    Suntrust Jun 1989 - Sep 2002
    Charlotte, Nc, Us
    Provided wealth management products and services to the High Net Worth market segment.
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  • Suntrust
    Commercial Loan Officer
    Suntrust Feb 1983 - Jun 1989
    Charlotte, Nc, Us
    Commercial loan officer for SunTrust Bank.
    View

William Howard, Cfp® Skills

Wealth Management Services Leadership Coaching Certified Financial Planner Retirement Planning Strategic Planning Life Insurance Management Financial Services Finance Wealth Management Financial Planning Risk Management Insurance

William Howard, Cfp® Education Details

  • University Of Florida
    University Of Florida
    Finance

Frequently Asked Questions about William Howard, Cfp®

What company does William Howard, Cfp® work for?

William Howard, Cfp® works for Benchmark Financial Llc

What is William Howard, Cfp®'s role at the current company?

William Howard, Cfp®'s current role is Empowering Clients with Clarity and Confidence to Achieve Their Financial Goals..

What is William Howard, Cfp®'s email address?

William Howard, Cfp®'s email address is mi****@****nch.com

What is William Howard, Cfp®'s direct phone number?

William Howard, Cfp®'s direct phone number is (202)-835*****

What schools did William Howard, Cfp® attend?

William Howard, Cfp® attended University Of Florida.

What are some of William Howard, Cfp®'s interests?

William Howard, Cfp® has interest in Arts And Culture.

What skills is William Howard, Cfp® known for?

William Howard, Cfp® has skills like Wealth Management Services, Leadership, Coaching, Certified Financial Planner, Retirement Planning, Strategic Planning, Life Insurance, Management, Financial Services, Finance, Wealth Management, Financial Planning.

Who are William Howard, Cfp®'s colleagues?

William Howard, Cfp®'s colleagues are Rita Benjamin, Amanda Watkins, Karla Bebe.

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