SEASONED FINANCIAL PRO is still a teacher at heart by judy scinta
Carolyn Howard, CFP®, managing principal of SeaCure Advisors, LLC, was a science teacher for 17 years. During that time, she admits that she didn’t know the difference between a stock, a bond, or a mutual fund. But that all changed when she left the academic world and joined the financial planning industry.
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ow, her mission is to educate her clients about their own financial situation. “What I figured out was that I really liked financial planning, which was not unlike doing a lab experiment. You have a lot of data, you look at that data and work with the issues within the data, and then you create a plan. For me it was another way to problem solve and help others, and I’ve always been in the business of wanting to help others,” said Howard. With offices in Lexington, Kentucky, and Sarasota, Florida, SeaCure Advisors offers financial planning services to anyone
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ADVISORS MAGAZINE - SEPT 2017
seeking help, including singles and newlyweds looking to start a strategy to manage their finances, and those individuals who are more established and are going through transitions in their life. “Anybody who is wanting to get organized around their finances is a potential client,” Howard said, adding that as a general rule, she advises those clients who are just starting out to plan for emergency situations by setting aside three to six months of their income. SeaCure Advisors makes its mark as the third independent registered investment firm founded by Howard. Her first two businesses were in Boston, but when her husband passed away in
