William Howard, CFP®

Certified Financial Planner and Investment Advisor Representative in Fort Lauderdale, FL

William Howard is a Certified Financial Planner™ professional at BENCHMARK FINANCIAL LLC in Fort Lauderdale, Florida. His interests include photography and travel.

William is a native born Floridian and raised in Central Florida. After graduating from the University of Florida with a degree in Finance, he started his career with SunTrust Banks. As the Private Banking field was launching, William became one of the first Private Wealth Client Advisors with SunTrust in Orlando. Later, he became the Senior Vice President of the Private Wealth Group in Windermere, catering to notable clients such as Darden Restaurant executives, Walt Disney executives, PGA professionals and Major League Baseball players.

In 2002, William became a Certified Financial Planner™ and relocated from Orlando to Fort Lauderdale to manage the largest SunTrust Private Wealth team in South Florida. He led his team to grow assets under management to over $1 billion dollars and was awarded the distinguished “Best of the Best” honor.

In 2009, William accepted a position with a community bank as Director of Wealth Management. He oversaw both trust and brokerage services as a member of the Bank’s Executive Management team. In 2015, William decided to leave banking and open BENCHMARK FINANCIAL LLC, an investment advisory practice in Fort Lauderdale. William is the former Treasurer of the Greater Fort Lauderdale Sister Cities organization, Ambassador for The Financial Awareness Organization and past member of the Board of Governors of the Tower Club of Fort Lauderdale.

Are you focused on your money instead of your life? Are you on information overload? We are a concierge firm. Our focus is on you and your family. Welcome to the BENCHMARK FINANCIAL family.

If you are interested in learning more, click on the link to schedule a call https://calendly.com/benchfin/30min

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. BENCHMARK FINANCIAL LLC and VCM are independent of each other.

  • Work
    • BENCHMARK FINANCIAL LLC
  • Education
    • University of Florida
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