Broker Check
Dick Howell, MBA

I am committed to helping my clients achieve their financial goals, as I have done for my family. After a 25+ year corporate career, culminating as a Vice President for a Fortune 500 company, I have transitioned my focus to helping others beat the challenges of today’s dynamic and, at times, volatile financial landscape with greater certainty.

I joined The Bulfinch Group as their culture and philosophy towards holistic wealth management mirrors my own. I partner with individuals and families, corporate executives, small business owners and professionals in building financial confidence that reduces stress and increases financial freedom, now and in the future.

I help meet the needs of my clients through experience, focusing primarily on wealth accumulation and asset protection strategies. Some of the possible benefits of a client relationship may include:

  • Wealth maximization
  • Asset and income protection
  • Coordination and alignment of corporate benefits
  • Creating cash recovery strategies
  • Education funding
  • Maximizing retirement income
  • Estate / charitable planning
  • Risk management

I received my MBA from Babson College and my BS in Finance from Bentley University. I currently reside in Foxborough with my wife Lori and two adult children. I enjoy playing golf, rooting for Boston sports teams and spending time on Cape Cod.

 

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #4128503.