Five Star award winner William B. Howard Jr., ChFC®, CFP®

PROFESSIONAL PROFILE

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William B. Howard Jr., ChFC^®, CFP^®

President/CEO

William Howard & Co. Financial Advisors, Inc.

6410 Poplar Ave Ste 330

Memphis, TN 38119

Office: 901-761-5068

whoward@whcfa.com
www.whcfa.com

About Me

William is President of William Howard & Co. with 43 years of experience advising clients on financial matters. As expert, author, and leader, William brings financial skills and seasoned knowledge to his clients and his community.

By 1994, Worth Magazine had already listed him as one of the top 60 financial planners in the USA. He has been included over ten times as part of Medical Economics Magazine’s list of “Top 150 Advisors for Doctors.” He has been named annually as a Memphis Magazine 5 Star Wealth Manager since 2008, and the Dental Practice Report has listed William as one of “Best Financial Advisers for Dentists” for the past six years.

Mr. Howard has published articles in Medical Economics, American Medical News, Physician’s Management, and the Journal of Financial Planning. He is also a financial columnist for Medical Society Quarterly, a publication of the Memphis Medical Society.

He has been frequently quoted in the press publications such as The Wall Street Journal, USA Today, Business Week, Medical Economics, and Investor’s Business Daily. Local news networks have interviewed William on financial related topics, and he was a regular guest panelist for a local cable television investment series. His firm’s success story has been featured in local and national media.

William received his Bachelor’s degree from the University of Mississippi, continuing on to receive the Charted Financial Consultant and Certified Financial Planner® professional designations. He is a founding board member, past president and chairperson of the Financial Planning Association of Greater Memphis. He is a member of the editorial review board for the Journal of Financial Planning and a past member of the adjunct faculty of the College for Financial Planning.

He is a member of the Memphis Planned Giving Council and the Financial Planning Association. William was selected Memphis Executive of the Year in 2009 by the International Association of Administrative Professionals.

He enjoys spending time with his children, exercising, listening to music, and playing guitar.

See Accomplishments

This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 600 Memphis-area wealth managers were considered for the award; 54 (9% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 542, 51, 9%, 10/1/23, 1/9/23 - 7/31/23; 2022: 489, 46, 9%, 10/1/22, 1/31/22 - 8/5/22; 2021: 548, 50, 9%, 10/1/21, 1/11/21 - 8/13/21; 2020: 542, 42, 8%, 10/1/20, 1/20/20 - 8/21/20; 2019: 544, 54, 10%, 10/1/19, 1/28/19 - 8/16/19; 2018: 548, 69, 13%, 10/1/18, 2/6/18 - 8/27/18; 2017: 400, 52, 13%, 10/1/17, 2/6/17 - 8/28/17; 2016: 447, 105, 23%, 9/1/16, 3/30/16 - 8/24/16; 2015: 690, 143, 21%, 10/1/15, 3/30/15 - 8/19/15; 2014: 1034, 152, 15%, 10/1/14, 3/30/13 - 8/19/13; 2013: 880, 166, 19%, 10/1/13, 3/30/12 - 8/19/12; 2012: 695, 166, 24%, 10/1/12, 3/30/11 - 8/19/11.

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William Howard & Co. Financial Advisors, Inc. (“William Howard”) is a Registered Investment Adviser with the Securities Exchange Commission and holds notice filings with the states of Tennessee, Texas, and Mississippi

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.