Meet Jody Howard
Joining ORG Partners Advisor Group (“ORG PAG”) in August of 2020, Jody Howard is a native of Greenville, SC with 23 years of experience in the financial services business. With a passion for helping people and building deeply rooted client relationships with the clients he serves, Jody works as a financial advisor to help individuals and small business owners navigate through the wealth of information to make appropriate, well-informed financial decisions. He helps clients with retirement and non-retirement investment analysis and review, retirement needs analysis and planning (IRAs and 401k), executive compensation strategies, business succession, and estate planning, and college funding.
Jody has a BS Degree in Business Administration with a double major in Finance and Insurance from the University of South Carolina, 1992. He is Life, Accident, and Long-Term Care licensed and maintains FINRA Series 6,63, and 65 securities licenses.
Jody Howard | Financial Advisor
Service Overview
Asset Management
Jody strives to provide ongoing support to client portfolios as market changes occur to ensure that the asset classes selected are in continual alignment with each clients unique objectives and constraints.
Portfolio construction
Working with our team of specialists, Jody will use your unique financial objectives to construct customized, disciplined portfolios that align with your risk tolerance, values, and financial objectives.
Retirement Planning
Jody works with his clients to help develop a reasonable retirement plan that accounts for fixed expenses, liquidity needs, and the timeline by which they are looking to achieve financial independence.
Trust & Estate Planning
Jody can provide consultation services on any revocable and/or irrevocable trusts that may factor into his clients' allocation strategies and/or estate plans.
Tax Management
Jody works with the ORG PAG team to develop tax-efficient portfolios that align with each client's individual objectives and constraints.
Financial Planning
Based on the personal values and financial goals of each client, Jody can create custom financial plan that will help keep each investor's budget on track.