Adam Howard joined Benedetti, Gucer & Associates in 2023 as a Wealth Advisor. He began his career in the financial services industry in 2012; during his tenure he worked at two of the largest broker-dealers in the United States. While working at these firms, Adam began to realize his true calling in the industry – financial planning. Prior to BGA, Adam spent seven years as an Investment Manager at a local wealth management firm in Ponte Vedra Beach, where he conducted holistic financial planning and managed client’s assets.
Helping clients achieve their goals by evaluating their entire financial picture is what drives Adam to succeed in this field. Adam’s number one priority are the clients. He strives to exceed their expectations and aims to simplify their lives. Adam is a CERTIFIED FINANCIAL PLANNER™(CFP®) and acts as a Fiduciary on behalf of every client.
Outside of work, Adam is an avid fisherman. He enjoys being on the water and spending time with family and friends. He also enjoys spending time with his dog, Lemmy. During football season, you can find Adam supporting his favorite team, the Jacksonville Jaguars.
Adam’s Areas of Focus Are:
- Financial Planning
- Investments
- Tax Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Philanthropy and Charitable Giving Strategies
Education
- Bachelor of Business Administration, Finance, University of North Florida
- Bachelor of Business Administration, Accounting, University of North Florida
Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner