Wealth adviser grows family firm by building relationships

July 9, 2019

This week’s Up-and-Comer is Megan Howard, a wealth adviser for Baird Private Wealth Management.

Name: Megan K. Howard

Age: 29

Hometown: Houston

What brought you to Sioux Falls: It was the middle point for grandparents to come visit us kids after my parents discharged from the Army.

What keeps you in Sioux Falls: Because it’s become my home and the community of support I have been blessed with.

What’s your favorite thing about your job?

My team and clients, we like to enjoy life and have a little fun along the way!

How did you get connected to your industry?

I originally applied for the Baird’s Foundations program, which is like a two-year internship program in Milwaukee and was in the last six of 170 nationwide applicants. In the end, I didn’t get that position but was asked to step right into the financial adviser training program and have been successful with growth and teaming up with my mom, Mary.

What advice would you give to other “next generation” business leaders coming into their family business?

Research, research and more research and then pray! My process of joining into a family business was over a yearlong decision. After working in two different industries, my branch manager saw the potential in my work ethic and capability to relate with people and thought I’d have a successful career in the private wealth industry.

Describe The Howard Group in three words.

Relationships. Loyalty. Tenacity.

What’s your favorite way to give back to your community?

Speaking and sharing my story to help others on their journey, and grabbing a cup of coffee and just be present fully and listen and learn from others.

What’s one business you’d like to see in Sioux Falls that isn’t here now?

A better dating app/system for young, single, successful people! Dating is super hard, especially keeping professional and personal separate in networking opportunities.

Where do you see yourself in five years?

Leading and growing our team and office as branch manager, publishing my first book, as well as working on buying an acreage or lake property.

Wealth adviser grows family firm by building relationships

This week’s Up-and-Comer is Megan Howard, a wealth adviser for Baird Private Wealth Management.

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