James Howe
James Howe
About Me
James is a Financial Advisor with eight years of experience currently serving the Lakewood, Littleton, Denver and Golden markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, James works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Prior to joining the BMO Investment Services team, James was a Senior Retirement Advisor at Empower Retirement. He received his Bachelor of Science degree in Environmental Science & Finance from the University of Denver. He is a CHARTERED RETIREMENT PLANNING COUNSELORSM, and currently holds securities licenses 7, 63 and 66, held through LPL Financial along with his life, health, annuity and variable contracts insurance licenses.
James resides in Wheat Ridge with his wife Amy and daughter Lucy. In his spare time, James enjoys skiing, hiking, biking and attending concerts.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management