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Seth Howard, Financial Advisor

FINANCIAL ADVISOR
Seth Howard

CFP®, CRPC™, CKA®
1172 S Nc 16 Business Hwy, Stanley, NC 28164opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

About Seth

My team and I help clients organize, build and protect their financial lives. My associate financial advisor, Matthew Henry, and I both hold the CERTIFIED FINANCIAL PLANNER® certification and have over 20 years of combined industry experience. We create financial strategies that help clients realize their financial goals. Rising income in retirement is the primary focus for most of our clients.

We use an established process to understand what is most important to you and then work to develop personalized financial strategies based on your priorities. In your financial life, we help you focus on things that matter and things you...

Work History

  • Edward JonesAugust 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CKA®

    Certified Kingdom Advisor®

Education

  • Appalachian St UnivBachelor of Arts

Personal Interests

  • Traveling
  • Reading
  • Chess
  • Snowboarding
  • Health & Nutrition

Team Members

  • Rita Bliven
    Associate Financial Advisor
  • Matthew Henry
    Associate Financial Advisor
    CFP®
  • Stacie Lawless
    Branch Office Administrator
  • Stacie Wolfe
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(704) 827-9656

Fax

(866) 462-5533

Office Address

1172 S Nc 16 Business Hwy
Stanley, NC 28164opens in a new window

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