George V. Howe
A Wealth Manager, George brings over 25 years of experience within many aspects of the financial services industry to U.S. Wealth Management (USWM). George customizes and tailors specific wealth management strategies with the goal to protect his client’s financial future through a unique discovery process designed to gain insights and clarity about his clients own value systems, aspirations, objectives and goals. Once the discovery process is complete, George provides his clients with access to specialized advisors across the full spectrum of wealth management; surrounding his clients with the right people, with the right skills sets, at the right time to make sound financial decisions.
Prior to joining USWM, George was a Wealth Advisor and Registered Principal with LPL Financial as well as a Financial Advisor at A.G. Edwards and Sons, where he provided financial advice and guidance to a client base consisting of families and small business owners. Previous to A.G. Edwards, George was based in New York with Deutsche Bank Securities as Vice President and Global Head of Research Services and Distribution, where he was responsible for managing the equity research distribution channels for Deutsche Bank’s global client base. Before joining Deutsche Bank, George was Director of Service Strategy for Scudder Weisel Partners as well as Vice President of Sales, Service and Operations of Scudder Investments North America retail mutual fund group.
George resides in Pembroke, MA with his wife Tanis and two children, Cali and Nolan…and a dog to be named later.
Education / Registrations
- University of Massachusetts at Amherst
- Series 7, 24, 26 & 63 held with LPL Financial
- Series 66 held with U.S. Financial Advisors and LPL Financial