Jody Howard

Jody Howard

Partner

Professional Services:

  • Investments and Insurance              
  • Portfolio Analysis and Review
  • Estate Planning
  • Financial Needs Analysis     
  • Retirement Planning  401(k)s and IRAs
  • Executive Compensation Strategies
  • Business Succession Planning
  • College Funding
  • Life, Long Term Care, and Disability Income Insurance

Professional Qualifications:

  • B.S. Degree-Business Administration, double major in Finance and Insurance; University of South Carolina, 1992
  • FINRA Series 6, Series 63, and Series 65 Registered
  • Life, Accident, Health, Long Term Care Licensed  
  • Over 20 years of experience in investment and insurance industry
  • Lifetime Qualifying member of Million Dollar Round Table

Personal:

  • Native to Greenville, South Carolina
  • Membe of National Association of Insurance and Financial Advisors
  • Member of Westminster Presbyterian Church        
  • Member of Greenville Chamber of Commerce
  • Member of SC Coastal Conservation Association


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (864) 382-3600
Fax (864) 382-3601
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