D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
43yrs
Based in Seattle, Washington, Patricia Howe is a fiduciary financial advisor with 43 years of industry experience. Patricia joined Howe Financial Advisory in 2013, after three years at Morgan Stanley and a year at Morgan Stanley & Co.. Patricia holds the CFP® designation.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Seattle
OfficeSeattle, WA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.61 million
States licensed ?1 state
Services through Howe Financial Advisory
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowHowe Financial Advisory, LLCCurrent firm
- 2009 – 2012Morgan StanleyPreviously
- Nov 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2006 – 2008Patricia E. Howe, Registered Investment Advisor, LLCPreviously
- 2004 – 2006Lesa Sroufe & Company, Inc.Previously
Questions to ask Patricia
Tailored to Patricia’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patricia
How do I contact Patricia?
Call Howe Financial Advisory at (206) 755-4489 and ask for Patricia Howe. Patricia works from the Seattle, WA office.
How long has Patricia been a financial advisor?
Patricia has been in the industry since 1983, about 43 years. Top 1% by experience in Seattle.
What licenses does Patricia hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patricia a fiduciary?
Patricia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patricia paid?
Howe Financial Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patricia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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