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2026 Connect Money Next Generation Wealth Management Awards
Winners
- Cristina Wiebelt-Smith: Redefining Wealth Advice Through Education, Community Impact
- Jack Reifsnider: Linking Capital, Community, and Client Outcomes
- Ximena Silva-Avila: Pairing Values-Based Planning with Community Advocacy
- Scott Frazin: Blending Personal Engagement with Next Gen Advisory Approach
- Ken Vendley: Driving Growth Through Mentorship and Holistic Planning
- Michael Bueti: Scaling Growth, Innovation and Next Gen Client Engagement
- Abhishek Vakil: Aligning Personal Performance with Firmwide Growth
- John B. Petrick: Advancing Next Gen RIA Framework
- Alan Simeon: Transformation Through Growth, Innovation and Mentorship
- Julian Locke: Expanding Industry Access Through Mentorship
- Dana Hall: Redefining Wealth Creation Through Community Equity Innovation
- Alex Pape: Bringing AI, Unified Portfolios to the Advisor Desktop
- Nicholas Petrelli: Powering Growth Through Client Acquisition and Team Leadership
- Kelly Ann Winget: Challenges PE Norms With Access and Innovation
- Ashton Lawrence: Building $200M Practice Around Trust, Planning and Education
- Jacob Gurock: From Messaging to Mentorship
- Robert Howland: Modernizing a Legacy Firm While Deepening Client-Centered Advice
- Mamadou-Abou Sarr: Building $1.4B Quant Platform With High-Touch Innovation
- Collin Lyon: Rewiring Tech, Talent, and Team-Based Planning
- Lucas Mijares: Putting Values at the Center of Wealth Planning
- Danielle White: Building a One-Stop Operations Platform for Independent Advisors
- Susy Thomas: Bringing Athlete’s Discipline to Client-Centered Planning
- Rebecca Trethewey: Strengthening Platform With Retirement, Benefits Expertise
- Gautam Muthusamy: Accelerating Growth Through Personalized Advisory and Strategic Leadership
- Joseph Spina: Bridging Institutional Research and Private Wealth Advice
- Lowell Lyon: Prioritizing Simplicity in Wealth Management
- Greg Giardino: Turning Personal Experience Into Client-Focused Advisory Approach
- Hannah Forney: Guiding Families and Athletes Through Wealth Decisions
- Zach Schear: Fueling Record Growth and Transformation
- Megan Higgins: Driving Operational Innovation, Next Gen Talent Development
Robert Howland: Modernizing a Legacy Firm While Deepening Client-Centered Advice
SVP leads the shift to concierge-style wealth management
As SVP at Howland and Associates, LLC, Robert Howland has made a clear and lasting impact by helping evolve the business from a traditional investment advisory practice into a more comprehensive, concierge-style wealth management firm. He has been instrumental in integrating investment management with tax awareness and estate considerations, creating a more cohesive and personalized client experience. That holistic approach has strengthened long-term relationships, improved retention, and deepened multi-generational engagement with families the firm serves.
Robert has also driven meaningful operational improvements. He has supported the refinement of internal systems, reporting tools, and workflows to improve efficiency and consistency across the organization. These enhancements have reduced administrative friction and freed advisors to spend more time on strategy, communication, and portfolio oversight, reinforcing the firm’s disciplined, research-driven investment philosophy—especially during periods of market volatility when client guidance matters most.
Known for his ability to explain complex investment concepts in straightforward terms, Robert helps clients navigate key decisions with clarity, confidence, and transparency. He plays a central role in shaping customized portfolio strategies aligned with each client’s goals and risk tolerance, reinforcing the firm’s client-first ethos.
Beyond his direct client work, Robert fosters a collaborative, accountable culture. He mentors team members, contributes to strategic planning, and supports initiatives that promote sustainable growth. His leadership has helped position Howland and Associates for continued success while preserving the firm’s long-standing values.
Outside the office, Robert extends this commitment through community involvement, mentorship, and charitable engagement, supporting organizations focused on financial literacy, opportunity, and responsible decision-making. He also serves as a mentor to younger professionals, emphasizing ethics, risk management, and long-term thinking.
Recognized with honors such as the 5-Star Financial Planners Award and selection to the Florida Advisory Council, Robert embodies the next generation of wealth management—blending modern communication, thoughtful use of technology, and holistic planning with the discipline and integrity that underpin durable client relationships.