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 firstname.lastname@example.org
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.
Through tremendous group effort we were able to successfully contribute to PetsAlive. We apprectiate the opportunity to help PetsAlive of Middletown get one step closer to reaching their goals. Thank you everyone for your contributions. Together we make the difference.
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.
Local businesses are the backbone of any community and our local economy. Saturday, November 30th is Small Business Saturday and we hope that you will take time from this busy holiday season to support our fellow neighbors and business owners.
In that same spirit of focusing on local businesses, our Quest Financial Services branch office in Middletown has decided to support our four legged friends this holiday season. PETS ALIVE (www.petsalive.org) is a no kill shelter located in Middletown New York and is recognized within the local community as a leader in developing alliances to end the killing of adoptable animals and promoting the humane treatment of animals.
From now until the end of the year we will be collecting various items that PETS ALIVE needs to continue the mission of providing for these beautiful defenseless animals.
Items can be dropped off at the Middletown Quest office during normal business hours. Please call ahead so we can make sure we are available to help. Monetary donations will also be accepted, please make checks payable to PETS ALIVE directly.
Thank you for your caring and generosity. We want to wish you all a Happy and Healthy Holiday Season.
See below for upcoming events:
Personalized service with a clear action plan.
Taking action begins with understanding your complete story. The more detailed you are about your current situation and your desires for the future, the greater the possibility to achieve.
This all begins with filling out the Client Profile. Please click below to get started.
Not only is it important to take action but it is important to keep track of all important information.