Client Service Specialist
Howard brings over thirty years of experience to Coastline as Vice President of Financial Planning. Before joining Coastline, Howard was a financial advisor with Prudential Securities, Merrill Lynch and Ameriprise, where Charlotte Magazine has consistently rated him as a "Five Star Wealth Manager". Prior to his career in financial planning, Howard was a practicing lawyer in the Pittsburgh area, where he focused on trusts, wills, and estate planning. Howard holds his B.S. from Lehigh University in Bethlehem, Pennsylvania, and his law degree from Villanova University in Philadelphia.
A native of the Pittsburgh area, Howard presently lives in Rock Hill, South Carolina, a Charlotte suburb, with his wife, Paulette. They enjoy spending time with his stepdaughter and granddaughter, and relaxing at their beach home in Hilton Head Island, South Carolina.
For more information on the Five Star Wealth Manager and the research/selection methodology go to: www.fivestarprofessional.com