HOWARD H. GREEN

Howard has focused his career on working with individual clients, business retirement plans, entrepreneurs and trusts. He takes a global approach to his individual clients, offering a comprehensive review of their financial status and providing strategies for their investment objectives. Howard utilizes his 32 years of experience and the Raymond James Investment Policy Committee Quarterly reports to structure portfolios. As a firm on the cutting edge of the financial industry, Raymond James cultivates innovation at all levels to bring comprehensive service to clients.

Howard’s goals for his clients are to strive to produce portfolio growth and diversification, retirement income, and financial well-being. His creative ability along with his analytical strength takes the burden of decision making off the client’s shoulders. Every conversation and request is followed up in a timely manner. Quarterly client review meetings are suggested.

"The purpose of designing a financial plan is to help acheive your goals, give you security for your future and current plans. I care a great deal about my clients and am willing to do whatever it takes to make our time together convenient," explains Howard.