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Howard Morin

Founder / Partner at Helium Advisors & CEO at Helium Financial Group

Howard Morin

Howard Morin is the co-founder and partner of Helium Advisors, and CEO of Helium Financial Group. He has over 20 years of experience in financial services and organizational leadership.13

Key facts about Howard Morin::

  • Co-founded Helium Advisors with partner Gary Russell in 201613
  • Previously oversaw the Financial Services Group of Conover, serving as CEO of both Conover Securities Corporation and Conover Capital Management13
  • Managed the institutional trader business at TradeStation Group before being recognized by Intel Corporation and relocating to the Pacific Northwest in 2000 as Managing Director of Global Financial Services13
  • At Intel, was responsible for implementing technology at some of the largest financial institutions in the world13
  • Returned to Wall Street after Intel, joining UBS as a private financial advisor13
  • 2013 & 2014 5 Star Wealth Manager award winner by Seattle Magazine3
  • Passionate about advising clients on key decisions and working with employers to align corporate retirement plans with strategic goals13
  • Native of South Florida, now calls Scottsdale, Arizona home after almost 20 years in the Seattle area13

Howard Morin's LinkedIn profile can be found at linkedin.com/in/howardmorin.2

Highlights

RIA Edge Podcast: Helium Advisors' Tax-Optimized Approach
RIA Edge Podcast: Helium Advisors' Tax-Optimized Approach
Howard Morin
Howard Morin, photo 1
Howard Morin, photo 2
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Experience

CEO at Helium Financial Group
Founder / Partner at Helium Advisors

Location

Greater Phoenix Area