David T. Howell, CFP®, AIF®, ChSNC®, ChFC®, CLU®
Financial Advisor
I've been in the financial services industry since 2002. In 2005, I was named partner and served in a management capacity educating and developing advisors in the Middle Tennessee and Kentucky area. In 2014, I joined the Principal Securities Incorporated in Brentwood, TN.
Our team at Freedom Planning Partners has extensive knowledge in working with business owners and the unique financial needs of their business. We specialize in assisting business owners in succession planning, retirement planning and comprehensive financial planning. Our custom servicing model enables our team to add value to a business’ retirement plan and the educational needs of their employees. Our team has two advisors with the Accredited Investment Fiduciary designation. The education our team has at Freedom Planning Partners helps businesses differentiate as a plan sponsor to a retirement plan.
One of my passions has been working with the community with unique abilities. I obtained the Chartered Special Needs Consultant® (ChSNC®) designation in 2013 from the American College of Financial Services®. I have served on the outreach committee for the Vanderbilt Kennedy Center, as a board member for the Autism Tennessee Society of Middle Tennessee, and on the board for the Brentwood YMCA. I served as co-chair the Brentwood YMCA Full Circle Committee. My current professional designations include: CFP®, AIF®, ChSNC®, ChFC®, and CLU®.
My wife, Hecseliz, and I have two boys and are active members of Judson Baptist Church in Nashville, TN. I have previously been co-champion to the Legacy Mission Village partnership with our church. That work helped to empower the refugee community in the Middle Tennessee area through education and skill-building. I played college baseball at Valparaiso University and went on to graduate with a BBA in Finance and an Emphasis in Economics at the University of Iowa.
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.
