My distinguished career and visionary leadership have made me an effective leader, mentor, and coach. I enjoy helping others see the greatness within themselves and find fulfillment in their lives—whether as a client or as a financial professional. I strive to simplify the financial planning process, so clients feel confident, informed, and comfortable in every stage of the relationship.
About Steven:
Upon graduating from Texas A&M University in 1997 with a Bachelor of Business Administration in Finance and Accounting, Steve Howell began his career with Equitable Advisors and has served clients for nearly three decades. In addition to helping individuals, families, and businesses work toward their goals, he spent 14 years leading top-performing teams in various leadership roles. His distinguished leadership experience has shaped him into an effective mentor and coach, both within the profession and in his work with clients.
Steve is a Managing Partner with Paradigm Wealth Management and maintains a thriving client practice focused on Creating Your Legacy™. He makes the financial planning process an educational and interactive experience, using planning tools to break down complex analytics into a clear, one-page overview. Steve believes clients do not have the time or desire to sift through lengthy analyses; instead, he focuses on simplifying the process and delivering guidance in a way that empowers clients to understand their financial future. He brings a high level of integrity, professionalism, and clarity to every client relationship.
Steve maintains offices in Atlanta, GA and Fort Worth, TX and makes his home in Roswell, GA with his wife, Kristi, and their three children. His community involvement includes serving as a past President and Board Member of the Boys & Girls Club of Cobb County, coaching when his kids were younger, and active involvement with his church. Outside of work, Steve enjoys reading, working out, sports, fishing, and traveling.
Education
- Texas A&M University: Bachelor of Business Administration in Finance and Accounting (1997)
Accreditation, Professional Credentials, and Awards:
- CFP®
- ChFC®
- Retirement Benefits Specialist – Tax Sheltered Plans
- FINRA securities registrations: Series 6, 7, 24, 53, 63, and 65
- Life, Accident, Health, and Variable Insurance License
AR Insurance License #768059 / CA Insurance License #4224096
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.