Verified recordFinancial Services

Seth Howard

Financial Advisor at Edward Jones

Based in Charlotte, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Charlotte

Industry

Financial Services

Company size

45K

Contact information

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Email

1 credit

s•••••••@edwardjones.com

Phone

5 credits

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Background

About Seth Howard

As a financial advisor with Edward Jones, I help clients organize, grow and protect their financial lives. I am a CFP® & CRPC® professional, which means I focus on financial planning and most of that planning is toward achieving a work optional lifestyle. I use an established process which begins by understanding what is most important to you and then work to develop personalized financial strategies based on your priorities to help you achieve your goals. In your financial life, I help you focus on things that matter and things you can control, and will partner with you over time to keep you on track. Throughout my comprehensive approach we'll discuss issues such as current income, savings into retirement accounts, when to take social security, income strategies for retirement, insurance, tax considerations and estate or trust needs. I focus on aligning client investments to their goals and utilize a straightforward approach to investing that my clients understand. My clients appreciate my enthusiasm, my belief in their ability to have financial independence and my commitment to doing what is in their best interest. I am a magna cum laude graduate of Appalachian State University with a double major in economics and computer information systems. I live in Denver, NC with my wife, Jamie. We have been married since 2008 and have 1 daughter and 5 For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

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