At Piedmont Financial Partners, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework for your retirement savings that will evolve with you over the years.
|Firm Start Year:||1921|
|Name of Broker/Dealer:||Commonwealth Financial Network|
|States Licensed in:||Ga, Sc, Fl, Al Tn|
|I work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Email, At my office, At your home, Video Conference, Via Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Property, Casualty, Accident, Variable Life, Health, Life, Variable Annuity, Long Term Care, Annuity|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250000|
|Compensation Methods:||Based on Assets|
|BBA - Risk Management||
University of Georgia - Athens, Ga
This communication is strictly intended for individuals residing in the states of AL, CO, FL, GA, NC, TN. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Howell has been in the financial planning business for over 30 years serving the financial needs of individuals and businesses.
After 10 years in Atlanta, he and his family moved to the Lake Oconee area and created Piedmont Financial Partners, specializing in working with high net worth individuals and businesses. He has been able to build a reputation of providing valuable advice and thoughtful service to his clients. He brings a very personalized touch to each client that he works with and considers each one unique in their needs and goals.
When not advising clients, he enjoys the outdoors and traveling with his family.
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services
I provide an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps, if present, and offer solutions to fill them
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net work families, businesses, and institutions.
I am licensed to sell insurance in: FL, GA, IL, MA, MD, MO, MS, NY, SC & TN
I am licensed to sell securities in: AL, CO, FL, IL, MD, MS, SC & TN
|Lake oconee. Atlanta Georgia|