Jody Howard
ORG Partners
SC Insurance Lic #
Jody’s professional journey reflects over 25 years of experience in the investment and insurance industries, providing him with the depth and breadth of knowledge to serve clients. He focuses on comprehensive financial strategies for individuals and families, helping clients build, protect, and transfer their wealth.
His practice spans a wide range of financial disciplines, including investment management, portfolio analysis, estate planning, retirement planning through 401(k)s and IRAs, executive compensation strategies, college funding, and life and disability income insurance. Whether a client is building wealth, planning for retirement, or thinking through a legacy, Jody offers the experience and resources to help them move forward with confidence.
Jody earned his Bachelor of Science in Business Administration from the University of South Carolina in 1992, with a double major in Finance and Insurance. He holds FINRA Series 6, Series 63, and Series 65 registrations, as well as licensure in Life, Accident, Health, and Long-Term Care insurance, equipping him to address both the investment and protection needs of his clients.
Additionally, Jody is a Lifetime Qualifying Member of the Million Dollar Round Table, a distinction reserved for financial professionals who have demonstrated exceptional client service and the highest ethical standards. He is also an active member of the National Association of Insurance and Financial Advisors and the Greenville Chamber of Commerce.
Overall, Jody’s combination of academic achievement, extensive industry experience, and community investment positions him to provide clients with trusted, well-rounded financial guidance rooted in the Greenville community he has proudly called home his entire life.
Advisory services offered through ORG Partners a dba of Ascentis Independent Advisors, LLC a federally registered investment adviser under the Investment Advisers Act of 1940.
Brokerage services offered through Sander Morris Harris, LLC (“SMH”), a dually registered broker dealer and investment adviser. Member FINRA/SIPC. Do not transmit orders regarding your account via email. Ascentis Independent Advisors, LLC and Sanders Morris Harris will not be responsible for carrying out such orders or instructions.