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Josh Howell, CFP®

Josh Howell, CFP®

Managing Director

For over twenty five years, Josh has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Josh has dedicated his career to delivering the personalized investment planning services his clients deserve.  

Josh began his career as a client services Representative with T. Rowe Price in Tampa, where he developed his fundamental investment knowledge. He joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1998 to provide comprehensive personalized financial advice for individuals and families. In 2002, Josh was named Branch Manager of both the Port Charlotte and Punta Gorda locations of A.G. Edwards and he served as Manager for 12 years. 

In 2008, Josh received the CERTIFIED FINANCIAL PLANNER™ practitioner certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience and compliance requirements. 

Away from the office, Josh spends his free time with his wife, Jennifer, a Board Certified Elder Law attorney, and their two grown children, Kaden and Nadia. They like to stay active, whether it’s fishing and boating together or taking regular trips to the north Georgia Mountains.