Michael J. Howley is a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager at Meyer Capital Group. His two main responsibilities include establishing new client relationships and supporting existing client portfolio objectives. Michael works closely with both the client service team and the entire portfolio management team. He also sits on the Meyer Capital Investment Committee, Cyber Security Committee and works directly with the CEO & COO to advance the firm’s business objectives.
As a seasoned financial advisor with over 25 years of experience, Michael has served as a Senior Investment Advisor, Regional Advisor Network Coordinator and Assistant Branch Manager with Charles Schwab & Company. He also worked on the trading desk at Brown & Company in Philadelphia and started his financial services career with Smith Barney in Mt. Laurel, NJ specializing in the Initial Public Offering (IPO) market.
Michael holds an Associates of Science in Management from Pierce College, a Bachelor of Science in Business Administration from Rutgers University, and completed the education requirements with Fairleigh Dickinson University for their Certified Financial Planners program. He obtained the CERTIFIED FINANCIAL PLANNER™ certification and now works with our planning team to help our clients achieve their lifelong goals. Michael is also a qualified NAPFA-Registered Financial Advisor with The National Association of Personal Financial Advisors.
NAPFA-Registered Financial Advisors are advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being.
When he isn’t helping a client plan for their future or advancing the efforts of MCG, Michael can usually be found outdoors with his wife, three children or dog - Evie, riding his motorcycle or finding a way to support several of his favorite non-profits in the community.