Howell & Associates Advanced Planning - Green Bay, Wisconsin


Greg J Howell

Greg Howell is a Principal of Howell & Associates. He has over 20 years of experience working with high net worth individuals and their families developing comprehensive financial plans for
Wealth Preservation & Wealth Transfer. Implementation of these plans is accomplished through a combination of conventional investment strategies and advanced planning techniques.  Greg strongly believes in the balanced use of securities and insurance products to enhance total return opportunities, raise income levels, minimize overall exposure to risk and potentially reduce
portfolio expenses.

Greg taught finance on the collegiate level in both graduate and undergraduate programs.  He served as the Wisconsin Native American marketing contact while at Merrill Lynch.

Greg has educated hundreds of retirees on topics related to Advanced Estate Planning, IRA distributions, Annuity Maximization and Asset allocation.

Mr. Howell received his Bachelors and Masters degrees from the University of Wisconsin-Green Bay and later obtained his Chartered Retirement Planning CounselorTM  from the College of Financial Planning in Denver, CO.

He has served on the Board of the Howard Suamico Optimist, Greater Green Bay Kiwanis, Green Bay Botanical Garden and  worked with the NWTC Marketing Committee.


Series 7 General Securities Registration  
Series 24 General  Principals Registration
Series 66 Investment Advisor State Registration
Series 31 Managed  Futures Registration  
Life & Annuity  Registration  
Chartered Retirement Planning Counselor (CRPC®)

University of Wisconsin  Green Bay – (BA) in Bus.
Administration and (MS)  Masters of Science  

Other Accomplishments: 
• 2009 Innaugural inductee  in Wisconsin State LeagueBaseball Hall of Fame