Howard Sheckman

Partner, Vice President, Wealth Manager

For over 20 years, Howard has worked with clients on developing retirement strategies to achieve their life goals, while helping them protect and grow their assets through risk management.  Howard believes in a client first approach, and recognizes trust and honesty are two of the most important values of an advisor/client relationship.  He understands each client has their own financial background and therefore catering to each client’s separate needs, not one size fits all. 

After graduating from Pennsylvania State University in 1994, with a Bachelor’s Degree in Quantitative Business Analysis, Howard started his career at Merrill Lynch in the retirement benefits division, and then as an Institutional Retirement Plan Conversion Specialist at The Vanguard Group.  In 1998 Howard joined a predecessor firm of Wells Fargo Advisors until joining Morris Capital Management Group at Raymond James.  Shortly thereafter, Morris Capital Management Group partnered with Steward Partners of Raymond James.

Away from the office, Howard enjoys spending plenty of time with his 2 teenage children, Tyler and Emily, along with their various sports activities.  He also enjoys bicycling and snowboarding in his free time.

Phone (610) 994-0843