Profile
Ms. Elena G.
Howell is Senior Financial Planner at Evergreen Capital Management LLC.
Prior to joining Evergreen Capital Management in 2011, she was a Senior Financial Associate at Oppenheimer & Co. Inc. where she worked with clients helping them in the areas of wealth management and financial planning.
Ms. Howell joined UBS Financial Services Inc. in 2004 and became one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor.
She provided highly personalized wealth management solutions, developed customized investment and estate planning strategies for individual clients and their families.
She holds general securities and Registered Investment Advisor Representative licenses (Series 6, 7, 31, 63 and 65), as well as life, disability and long-term care insurance licenses.
She also earned the CERTIFIED FINANCIAL PLANNER professional designation.
Ms. Howell graduated from State University in Irkutsk, Russia, with a master's degree in education and linguistics.
Languages she speaks include English, Russian, Japanese and reading comprehension in French.
Active in the local community, Elena served on the board of directors and as a treasurer of Art with Heart for five years and is a current member of the Bellevue Breakfast Rotary Club.
Born and raised in Irkutsk, Russia, she moved to Seattle, WA in 1997.
Outside of work, she enjoys golf, hiking and skiing with her family.
Her passion is ballroom dancing, which she has done competitively for 18 years back in Russia.
Former positions of Elena G. Howell
Companies | Position | End |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | 2004-12-30 |
Evergreen Capital Management LLC
Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Corporate Officer/Principal | - |
Training of Elena G. Howell
State University of St. Petersburg | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
Evergreen Capital Management LLC
Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Finance |
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