As a seasoned financial advisor with almost thirty years of experience, 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.
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 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 for their Certified Financial Planners program with Fairleigh Dickinson University. He obtained the CERTIFIED FINANCIAL PLANNER™ certification and now works with our planning team to help families 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. In fact, the continuing education requirements for NAPFA are twice that of the CFP Board. NAPFA advisors generally offer more holistic service and operate on an objective Fee-Only basis. That means they do not sell any financial products or earn commissions. 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 family, riding his motorcycle or finding a way to support several of his favorite non-profits.