Brett Howell, CFP®, CIMA®, C(k)P®, CRPC™, CPFA®

Brett Howell is a Private Advisor and Managing Director on Axiom Wealth Partners at Rockefeller Global Family Office. Prior to Rockefeller, Brett Howell was with Merrill for 20+ years, where he co-founded the highly regarded Howell & Sharp Group.

Brett is renowned for his expertise in managing the wealth of high net worth individuals, families, and institutions. With an illustrious career spanning over two decades, Brett has established himself as a trusted partner in navigating the complex landscape of financial planning and investment strategy.

Drawing upon the rich legacy and resources that have guided the Rockefeller family for over 140 years, Brett places a premium on building lasting relationships. He goes beyond conventional financial planning, tailoring comprehensive strategies that align with the unique goals and aspirations of his clientele. His ability to blend traditional wisdom with innovative solutions has earned him the trust of those seeking not just financial advice, but a long-term partnership for wealth preservation and growth.

In addition to his expertise in high net worth individual and family financial management, Brett excels in institutional consulting, particularly in the realm of retirement plans. Leveraging his extensive knowledge and experience, Brett advises institutions on designing and optimizing retirement plans that align with their organizational goals and meet the diverse needs of employees.

Brett earned his CFP® certification from the Certified Financial Planner Board of Standards, Inc. He graduated from Michigan State University and lives in the Grand Rapids area with his wife, Rachel and their five kids.

Named to Financial Times 401 Top Retirement Advisors list in 2018 – 2022
Named to Forbes “Best-in-State Wealth Advisors” list in 2018 – 2023