Howard has many years of experience in the RIA space, most recently with Folio Institutional, sometimes described as a “digital pioneer” in wealth management. He holds Series 7, 63 and insurance licenses, and is focused on teaching RIAs about how they can use annuities. “Modern FIA products help meet investment needs, functioning as a baseline safety net in the portfolio for clients who are risk-averse,” he says. In addition to his role here, Howard is proud father to a four-year-old daughter.
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