FORT WAYNE, IN – Howard Bailey is proud to announce that Jamie Tolson, a Client Service Specialist at the Fort Wayne location, has recently earned her FPQP (Financial Paraplanner Qualified Professional) certification. This accomplishment is a testament to Howard Bailey's dedication to nurturing talent and fostering a culture of continuous learning and development.

When asked about her decision to pursue the FPQP certification, Tolson commented, "The number of team members who have obtained their FPQP and [Howard Bailey’s] philosophy of 'growing people who grow people' were influential in my decision to pursue a career at Howard Bailey. The certification was offered to me as part of my onboarding, and I was happy to accept." Tolson is the thirteenth Howard Bailey team member to earn the FPQP designation.

"I am immensely proud to congratulate Jamie on achieving her FPQP certification. Howard Bailey is deeply committed to the principle of 'growing people who grow people,' and Jamie's accomplishment exemplifies this dedication,” said Rachel Lockwood, Director of Client Service. “By earning her FPQP certification, she not only demonstrates her personal commitment to professional growth but also embodies our collective mission to cultivate talent and expertise within our team. This achievement underscores our organization's unwavering support for continuous learning and development, ultimately enhancing the quality of service we provide to our clients."

Tolson believes that her FPQP certification will significantly impact her role at Howard Bailey.

"I already feel more confident assisting our clients and advisors on a day-to-day basis," she stated. “I have a much better understanding of all aspects of the financial planning process and how my work directly impacts our clients’ financial wellbeing.”

Tolson expressed her gratitude for the FPQP experience and certification, stating, "I consider myself a lifelong learner, so I am deeply appreciative that Howard Bailey offered me the opportunity to pursue my FPQP. This certification has provided me a strong foundation to grow with the company and serve our clients as best I can."

The Financial Paraplanner Qualified Professional (FPQP) designation is a specialized certification in the financial services industry. It equips professionals with the tools and knowledge necessary to excel in support roles related to financial planning.

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 2023. Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.

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.

Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.

©2024 HOWARD BAILEY FINANCIAL, INC.

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