Robert “Bob” Howerter
Senior Financial Advisor
In The Community
Over the last 20 years it has been an honor to help friends and neighbors pursue their financial goals.
– BOB HOWERTER
Robert Howerter is an Investment Advisor Representative with over 20 years’ experience in the industry. Bob holds his FINRA Series 7 License along with his Life and Health Insurance licenses. Prior to entering into the investment world, Bob graduated from East Stroudsburg University, where he earned his Bachelor of Science in Business Management and was a National Collegiate Awards winner with the U.S. Achievement Academy.
Bob is actively involved in professional associations such as the Million Dollar Round Table, where he achieved Court of the Table Honors*. He is a member of the Financial Planning Association and services on the numerous industry boards.
In addition to his professional affiliations, Bob believes strongly in commitment to community. He volunteers his time and has served on the boards of the Town of Wallkill Little League, Mamakating Rotary club, Boy Scouts of America and Saint John’s Lutheran Church.
Bob lives in Middletown, New York with his wife Kim and his children, Bradley and Katherine. His strong family and community ties have helped him provide his clients with a financial roadmap to help build a sound financial future together.
Bob’s experience and commitment to his clients have made him a valuable asset at Quest Financial Services. As an independent Financial Services Firm, Quest Financial gives Bob and his clients a comprehensive financial planning platform that helps them address the complex financial challenges of today. Quest strives to be widely recognized as one of the leading independent wealth management and advisory firms in the financial services industry.
*The Million Dollar Round Table is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.
Phone 845.343.2244 Email email@example.com
Client Relations Manager
When you go grow up in an area and you attend the schools and your clients are your neighbors, former teachers and colleagues you have a strong sense of dedication. This is OUR community. I’m very proud to have raised my children locally and feel a certain responsibility to give back.
In this section of the website you will find the various projects that we dedicate our resources to. These endeavors include community service, contributions and education.
During the Winter Celebration this year we proudly participated in the program below. It was a special event. Please take a look to learn more. Young Heroes of Warwick: Ambers’ Butterflies & her Beautiful Heart Creates Life Changing Charity / Posted on August 11, 2018 by Warwick Dispatch
Education. Appreciation. Fun!
I thoroughly enjoy providing special events for my clients. These fall in three separate categories: educational, entertaining and charitable. Please note, some events are Quest Financial Public Events such as Shred Day and Teacher Appreciation and others are advisor-specific such as Renegades baseball, wine tasting, etc.
See below for upcoming events:
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