Adam Howard, CFP®

Adam Howard joined the firm 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 BEAM/BGA, Adam spent seven years as an Investment Manager at a local wealth management firm where he conducted holistic financial planning and managed clients’ assets. 

Helping clients achieve their goals by evaluating their entire financial picture is what drives Adam. He is committed to helping clients navigate complex financial decisions and develop strategies to simplify their lives. Adam is a CERTIFIED FINANCIAL PLANNER™(CFP®) and acts as a Fiduciary on behalf of his clients. 

Adam enjoys spending quality time with his wife, son, family, and friends. Outside of work, he has a passion for the outdoors, particularly fishing, and enjoys making memories on the water whenever he can. He also loves spending time with his dog, Lemmy. During football season, Adam can often be found supporting his favorite team, the Jacksonville Jaguars.