Joel Barrett, CFP®, CRPC®
Joel is a Senior Financial Advisor, Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc and a Chartered Retirement Plan Counselor SM ; with a focus on managing risk as individuals transfer into retirement. Joel’s role with Howell and Sharp Group’s retirement plan clients focuses on educating individuals on the risks of longevity and market volatility in relation to their retirement portfolio. Joel also works closely with the Howell and Sharp Groups institutional and non-profit clients. With those clients he assists with manager selection, social responsible investing, and reporting.
Joel has been iat Merrill Lynch since 2007. He is a graduate of Grand Valley State University.