Howard E. Stange
Senior Wealth Manager, Equity Member at Keyes, Stange & Wooten Wealth Management, Llc
Based in Daytona Beach, United States
7-day free trial · no credit card
Seniority
Manager
Department
Other
Location
Daytona Beach
Industry
Financial Services
Company size
4
Contact information
Reveal Howard's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
h•••••••@kswwealthmanagement.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Howard E. Stange
As the Director of Fiduciary and Tax Services, I oversee tax research and tax preparation services for Keyes, Stange & Wooten CPA Firm, LLC. I am a graduate of Stetson University with a BBA in Accounting. I enjoy working with clients on strategic tax planning and accounting consulting. I have been a CPA for over 35 years and my primary areas of practice are in providing trustee and other fiduciary services and income tax preparation services for high net-worth individuals. I have extensive experience advising clients in transactions regarding the sale of their businesses. This has involved assisting our clients in selecting an investment banking firm and advising them on various tax issues related to a sale of a business. As an owner in both firms, I also provide investment advice and I manage financial assets for our clients. I develop and implement investment asset allocation strategies as a Senior Wealth Manager with Keyes, Stange & Wooten Wealth Management, LLC, and serve as one of the investment committee members for the firm's discretionary asset management program. I primarily serve retirees by managing their financial assets in order to achieve their income and wealth transfer goals. My wife, Betsy, and I live in Deland, FL. We have three children and three grandchildren.
Decision-makers
Other people at Keyes, Stange & Wooten Wealth Management, Llc
Build a list of verified contacts at Keyes, Stange & Wooten Wealth Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Howard
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime