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William Howard, Cfp® Email & Phone Number
Empowering Clients with Clarity and Confidence to Achieve Their Financial Goals.
at
BENCHMARK FINANCIAL LLC
2 work emails found
@bench.com
1 phone found area 202
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Empowering Clients with Clarity and Confidence to Achieve Their Financial Goals.
Location
Fort Lauderdale, Florida, United States
Company size
Who is William Howard, Cfp®? Overview
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Quick answer
William Howard, Cfp® is listed as Empowering Clients with Clarity and Confidence to Achieve Their Financial Goals. at BENCHMARK FINANCIAL LLC, a company with 3 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at bench.com, phone signal with area code 202, and a matched LinkedIn profile for William Howard, Cfp®.
William Howard, Cfp® previously worked as Managing Director at Benchmark Financial Llc and Certified Financial Planner™ Professional at Massmutual. William Howard, Cfp® holds Bachelor Of Science In Business Administration, Finance from University Of Florida.
Company email context
Email format at BENCHMARK FINANCIAL LLC
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*@bench.com
71% confidence
AeroLeads found 2 current-domain work email signals for William Howard, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth Management Services, Leadership, Coaching, Certified Financial Planner, and 10 others.
Current workplace
William Howard, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Benchmark Financial Llc
10 roles · 21 years
William Howard, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Director
CurrentInvestment 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.
Mar 2017 - Present
Certified Financial Planner™ Professional
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.
Nov 2015 - Mar 2017
Jun 2012 - Oct 2015
Managing Principal Consultant
Wealth Development Associates Llc
Wealth Development Associates is a fee-based financial planning/consulting firm that provides unbiased advice and prudent strategies for investing.
Mar 2011 - Jun 2012
Executive Vice President - Wealth Management
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.
Jun 2009 - Mar 2011
Managing Director
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.
2005 - 2009
~4 yrs
Managing Director
Managed a team of wealth management professionals in the Windermere market.
Sep 2002 - Oct 2005
Wealth Management Advisor
Provided wealth management products and services to the High Net Worth market segment.
Jun 1989 - Sep 2002
Feb 1983 - Jun 1989
Team & coworkers
Colleagues at BENCHMARK FINANCIAL LLC
Other employees you can reach at benchmark.financial. View company contacts for 3 employees →
AW
Amanda Watkins
Colleague at Benchmark Financial Llc
Holland, Ohio, United States, United States
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KB
Karla Bebe
Colleague at Benchmark Financial Llc
Rochester-Austin, Minnesota Area, United States
View →
RB
Rita Benjamin
Colleague at Benchmark Financial Llc
Greater Boston, United States
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Amanda Watkins
Colleague at Benchmark Financial Llc
Holland, Ohio, United States, United States
View →
KB
Karla Bebe
Colleague at Benchmark Financial Llc
Rochester-Austin, Minnesota Area, United States
View →
RB
Rita Benjamin
Colleague at Benchmark Financial Llc
Greater Boston, United States
View →
1 education record
William Howard, Cfp® education
-
University Of Florida
FAQ
Frequently asked questions about William Howard, Cfp®
Quick answers generated from the profile data available on this page.
What company does William Howard, Cfp® work for?
William Howard, Cfp® works for BENCHMARK FINANCIAL LLC.
What is William Howard, Cfp®'s role at BENCHMARK FINANCIAL LLC?
William Howard, Cfp® is listed as Empowering Clients with Clarity and Confidence to Achieve Their Financial Goals. at BENCHMARK FINANCIAL LLC.
What is William Howard, Cfp®'s email address?
AeroLeads has found 2 work email signals at @bench.com for William Howard, Cfp® at BENCHMARK FINANCIAL LLC.
What is William Howard, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 202 for William Howard, Cfp® at BENCHMARK FINANCIAL LLC.
Where is William Howard, Cfp® based?
William Howard, Cfp® is based in Fort Lauderdale, Florida, United States while working with BENCHMARK FINANCIAL LLC.
What companies has William Howard, Cfp® worked for?
William Howard, Cfp® has worked for Benchmark Financial Llc, Massmutual, Bb&T, Wealth Development Associates Llc, and Seacoast National Bank.
Who are William Howard, Cfp®'s colleagues at BENCHMARK FINANCIAL LLC?
William Howard, Cfp®'s colleagues at BENCHMARK FINANCIAL LLC include Amanda Watkins, Karla Bebe, and Rita Benjamin.
How can I contact William Howard, Cfp®?
You can use AeroLeads to view verified contact signals for William Howard, Cfp® at BENCHMARK FINANCIAL LLC, including work email, phone, and LinkedIn data when available.
What schools did William Howard, Cfp® attend?
William Howard, Cfp® holds Bachelor Of Science In Business Administration, Finance from University Of Florida.
What skills is William Howard, Cfp® known for?
William Howard, Cfp® is listed with skills including Wealth Management Services, Leadership, Coaching, Certified Financial Planner, Retirement Planning, Strategic Planning, Life Insurance, and Management.
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