Stephen D. Howles
CFP®
Steve has been with Beltz, Ianni and Associates since 2014. His prior experience included payroll services, project management, process coordination, and auditing.
As a financial professional, Steve brings a planning focused approach to his clients. His passion for helping people pursue their financial goals has made him an invaluable part of the Beltz Ianni team.
He became partner at Beltz Ianni & Associates in 2020, and with Mark Siler and Kyle Dunn, they lead the Individual Services group.
Prior to joining Beltz Ianni in 2014, Steve was employed with Paychex, Inc. in a variety of senior level client management and service coordination roles.
Steve holds FINRA securities licenses Series 7 and 66, held through LPL Financial and holds his CFP® designation.
He is a graduate of the University of Buffalo and holds a Masters of Science in Finance from the Rochester Institute of Technology. Steve resides in Chili, New York with his wife, Julia and son, Jacob.
Stephen Howles is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.
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