Howard Bailey Financial is pleased to announce that Grant Welter, a Financial Advisor at the firm, has successfully passed his life and health insurance licensing exam. This achievement enables Welter to further support clients by offering specialized guidance on health insurance products, life insurance policies, and coverage that protects against medical expenses, disability income loss, and long-term care needs.

By obtaining this license, Welter is now fully qualified to assist clients in navigating the complex landscape of insurance options, ensuring they receive tailored advice that aligns with their financial goals and life plans. This milestone aligns with Howard Bailey's overarching mission to help clients gain clarity in their purpose and elevate meaning in their lives. The firm is committed to growing people who grow people, as they strive to create a lasting, positive impact on their clients, team members, and community for the next 100 years and beyond.

When asked about the significance of obtaining this license, Welter shared, "Passing this test provides me with more tools in my toolbox to help our families live out the retirement they deserve." He also emphasized that passing this exam was a short-term goal he set for himself when he first joined Howard Bailey Financial.

In line with his dedication to continuous learning and professional growth, Welter has recently enrolled in the Chartered Financial Consultant® (ChFC ®) program through the American College of Financial Services. He aims to complete this program within the next 18 months, further equipping himself to provide exceptional service to his clients.

Marshal Johnson, CFP®, Vice President & Senior Financial Advisor at Howard Bailey Financial, congratulated Welter on this achievement, saying, "Grant's dedication to expanding his knowledge and expertise is a testament to his commitment to our clients. This license will undoubtedly enhance the level of service we provide, and we're proud to have him on our team."

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. ©2024 HOWARD BAILEY FINANCIAL, INC.