Our Team

Daniel B. Howell
Associate Advisor | Private Wealth Management, CFP®

As an Associate Advisor, Dan is committed to being a trusted and knowledgeable resource for
clients. Dan has a passion for helping families grow and protect their wealth. As a CERTIFIED
FINANCIAL PLANNER™ practitioner, Dan’s knowledge base is deeply rooted in complex
investing strategies, comprehensive asset protection methods, as well as advanced tax and
estate planning concepts.

Dan previously worked at Fidelity Investments in various capacities and most recently served
as Senior Wealth Advisor and Director of Financial Planning at Camarda Wealth Advisory
Group. He has specific expertise in working with high-net-worth families and crafting tailored
and thorough financial plans.

Dan resides in Jacksonville, FL with his wife Valerie, and two children Barrett and Lily. Dan’s
family loves to spend time outdoors, traveling and, visiting Disney’s Ft. Wilderness in their RV.
Dan is also a big Jaguars fan and is often at the stadium cheering the home team on.

 

Community Causes

• Hunger Fight

Education

• BA in Finance, University of North Florida

Designations & Licenses

• CERTIFIED FINANCIAL PLANNER™ Professional