Billy Howard
Executive Director at Avantia: A Family Office | Seattle, Washington, United States
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Billy Howard serves as the Executive Director at Avantia: A Family Office, where he leverages his 14 years of experience in wealth management to provide tailored financial strategies for high-net-worth individuals and families. His role is pivotal in navigating the complexities of financial planning, ensuring that clients not only preserve their wealth but also strategically grow their assets. At Avantia, Billy spearheads key projects focused on risk management and alternative investments, utilizing his extensive background from three nationally recognized firms to implement innovative solutions that safeguard cherished assets.
Billy’s expertise extends beyond traditional finance; he is also deeply involved in contemporary art and art collecting, which allows him to advise clients on diversifying their portfolios with alternative investments. His passion for art not only enriches his professional insights but also enhances his ability to connect with clients on a personal level, fostering trust and long-term relationships.
In addition to his financial acumen, Billy is skilled in business development and fundraising, often collaborating with philanthropic organizations to create impactful giving strategies for clients. His exceptional communication skills enable him to articulate complex financial concepts in an accessible manner, ensuring that clients feel informed and empowered in their financial decisions. As a trusted advisor, Billy Howard continues to make significant contributions to the wealth management industry, guiding families and executives toward a secure financial future while nurturing their unique legacies.
Executive Director at Avantia: A Family Office in September 2023 to Present
Corporate & Executive Advisor Omega Portfolio Management Portfolio Manager at Oppenheimer & Co. Inc. in April 2017 to May 2023
Founder & Ceo at Howard House in July 1997 to July 2017
Senior Portfolio Advisor, Financial Advisor at Merrill Lynch in January 2012 to April 2017
Financial Advisor at Ameriprise Financial Services, Inc. in November 2009 to January 2012
Associate Director at Traver Gallery in January 1992 to January 1996
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Collaborative Problem Solving
Strategy
Proposal Writing
Insurance
Planned Giving
Financial Advisory
Problem Solving
Finance
Financial Markets
Retirement Planning
Mutual Funds
Portfolio Management
Business Development
Account Management
Investments
Interpersonal Skills
Fundraising
Communication
Annuities
Contemporary Art
Visual Arts
Art Collecting
Concept Art
Executive Management
Financial Planning
Multi-generational Planning
Family Wealth Management
Family Offices
Investment Management
Alternative Investments
Risk Management
401(k) Retirement Savings Plans
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Discover more about Avantia: A Family OfficeWhat is Billy Howard email address?
Email Billy Howard at [email protected]. This email is the most updated Billy Howard email found in 2026.
How to contact Billy Howard?
To contact Billy Howard send an email to [email protected]. (updated on October 30, 2024)
What company does Billy Howard work for?
Billy Howard works for Avantia: A Family Office
What is Billy Howard's role at Avantia: A Family Office?
Billy Howard is Executive Director
What is Billy Howard's Phone Number?
Billy Howard's phone (206) ***-*139
What industry does Billy Howard work in?
Billy Howard works in the Investment Management industry.
Billy Howard Email Addresses
Billy Howard Phone Numbers
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