Mark Howard, CLTC®, MS, MBA

Mark Howard is a financial advisor and the Principal and Owner of Momentum Wealth Strategies, a financial services firm based in Dallas, Texas.12 He has over 20 years of experience in helping businesses, medical practices, entrepreneurs, and families develop and execute comprehensive financial strategies.2

Education and Qualifications

Mark Howard holds impressive academic credentials:

• B.S. in Electrical Engineering from Howard University
• M.S. in Electrical Engineering from the University of Illinois at Champaign-Urbana
• MBA from the Kellogg Graduate School of Management at Northwestern University, focusing on Finance, Entrepreneurship, and Marketing2

Additionally, he has obtained several professional licenses and certifications:

• Series 6 and Series 63 licenses
• Life & Health Licenses in multiple states including TX, CA, FL, IL, NY, GA, LA, and NC2
• CLTC® (Certified in Long-Term Care) designation3

Professional Experience

Mark Howard's expertise lies in various aspects of financial planning and wealth management:

• Retirement Planning
• College Savings Strategies
• Risk Management and Insurance Planning
• Estate Planning
• Financial Wellness Workshops
• Employee Benefits Consulting
• Charitable Planned Giving Programs
• Business Succession Planning2

He is affiliated with Eagles Strategies LLC, a Registered Investment Advisor, offering investment advisory services in multiple states.1 Mark is also a Registered Representative of NYLIFE Securities LLC, through which he offers securities products and services.4

Mark Howard's approach to financial planning emphasizes education and action. He believes in thoroughly educating clients about their financial strategies before taking systematic steps to build momentum towards achieving their goals.2