Adam Howard, Assistant Investment Manager

September 30th, 2016 by B&C Financial Advisors

Please join us in welcoming Adam Howard to the B&C Financial Advisors team! Adam has spent over four years in the financial industry working for large financial services firms. Prior to B&C, Adam worked at Fidelity Investments on their trade desk and most recently as a financial advisor at Bank of America/Merrill Lynch.

Adam believes that a company’s greatest asset is its clients. Any successful relationship is built on trust and Adam recognizes the importance of always putting the client first. He makes it a priority to understand each client’s personal situation and to help them achieve their financial goals.

Adam graduated from the University of North Florida with a B.S. in Finance and Accounting. He enjoys spending time with family and friends, fishing and volunteering with the Down Syndrome Association of Jacksonville. Adam is an avid supporter of the Jacksonville Jaguars.

Adam is enjoying getting to know our clients and learning how to best help them achieve their financial goals. He looks forward to serving all of our clients.