Josh Howell, CFP®
Founder, Wealth Advisor
For thirty years, Josh has helped clients address their financial concerns by developing sound strategies, focusing on each individual’s specific needs and fostering an uncompromising level of trust. He has dedicated his career to delivering the personalized investment planning services his clients deserve.
He earned his Bachelor’s degree from Stetson University where he was a division I scholarship soccer player. After college, Josh began his career in 1995 with T. Rowe Price in Tampa, where he developed his fundamental investment knowledge. He moved to Punta Gorda and joined A.G. Edwards as a financial advisor in 1998. In 2002, he was named Branch Manager of the Port Charlotte and Punta Gorda offices where he served for 12 years through the A.G. Edwards - Wells Fargo Advisors merger.
In 2008, Josh received the CERTIFIED FINANCIAL PLANNER™ designation. The CFP® identifies those who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework and passed the 6-hour comprehensive CFP® certification exam. CFP® professionals commit to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice.
From 2009-2023, Josh was recognized as a Premier Advisor at Wells Fargo Advisors. This designation is held by a select group and reflects a high level of standards for client service, best practices, educational attainment and revenue.
In 2023 Josh joined Prospera Financial, an award-winning firm that better aligned with his financial and client service philosophy. Prospera offers the best of two worlds; the hands-on expertise and attention of the Gold Standard boutique service and the resources of some of the largest broker-dealers in the country.
Away from the office, Josh spends his time with his wife, Jennifer, a Board Certified Elder Law attorney, and their two grown children, Kaden and Nadia and their mini Portidoodle, Ellie. They like to stay active, whether it’s fishing and boating or taking regular trips to the north Georgia Mountains to hike and enjoy the cooler weather.