FORT WAYNE, IN - Howard Bailey Financial is pleased to announce the addition of Maria Palazzolo as Client Service Specialist. In this role, Palazzolo will play a vital part in processing financial cases for clients, supporting the Advisory team by preparing precise reports and data for client retirement plan reviews, and maintaining clear communication with clients regarding their personalized retirement strategies.

Palazzolo, an experienced professional with nearly four years in the back-office financial operations of a local real estate company, brings a wealth of expertise to Howard Bailey. During her tenure in the real estate sector, she provided exceptional customer service to agents, managed commission processing, and maintained data across various software systems. These experiences have honed her organizational skills and her adeptness at understanding and fulfilling client needs. Now, she looks forward to leveraging her skills to further Howard Bailey’s commitment to positively impacting the lives of their clients, team members, and the community for the next 100 years and beyond.

When asked about her motivation for joining Howard Bailey, Palazzolo shared, “I was drawn to Howard Bailey because it is locally owned and has a collaborative and open environment, which allows for growth and betterment in both professional and personal lives of everyone. This role is similar in some respects to my previous role. It provides new challenges and opportunities to step out of my comfort zone, which I see as a step up in my career.”

Rachel Lockwood, Director of Client Service at Howard Bailey, expressed her enthusiasm about Palazzolo’s addition to the team: “We’re confident that Maria’s skills and experiences will bring tremendous value to our group and look forward to seeing her succeed in this new role.

Howard Bailey Financial, Inc. was founded in Fort Wayne, IN, as Davenport Financial Services in 2002. The name changed in 2011 as a tribute to the grandfathers of the founder and CEO, Casey Weade. The mission of Howard Bailey is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. In 2017, Howard Bailey opened a second location in Mishawaka, IN, followed by the opening of the Perrysburg, OH, location in 2022. Also in 2022, Howard Bailey acquired Singer Financial in Brownsburg, IN, giving the independent retirement planning firm four locations in the region. Howard Bailey has been voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021, 2022, and 2024.* Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.**

*The rating referenced was given on September 28, 2024, and is based on public vote from July 6-28, 2024; September 30, 2023, and is based on public vote from July 8-30, 2023; September 25, 2022, and is based on public vote from July 10-31, 2022; September 19, 2021, and is based on public vote from July 11 – August 8, 2021; and September 20, 2020, and is based on public vote from July 12 – August 6, 2020. The rating was created, tabulated, and presented by Fort Wayne Newspapers. This award recognizes companies based on popular vote. Howard Bailey Financial did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: www.fortwayne.com/ReadersChoice-faq 

**University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure.  

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

©2024 HOWARD BAILEY FINANCIAL, INC.  

***