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Thank you for your membership with The Georgia Society of CPAs! If your membership dues were renewed before the June 30th deadline you are qualified to receive a free registration to GSCPA’s 8-hour virtual on-demand conference created specifically for our renewing members.
Howard Safer
Howard Safer heads the Nashville office of Regions Morgan Keegan Trust Company. As Executive Vice President, he serves a small number of families providing trust, investment, estate and family office services. Howard has been recognized as a leader in the financial services industry during his 30 year career. He has been President of a 900 million trust company, the Managing Partner for a 90 person CPA and consulting firm, a Chief Financial Officer for a substantial private company and a Controller for a NYSE public company. JK Lasser's New Rules for Estate and Tax Planning has recognized Howard and Regions Morgan Keegan Trust as Nashville's only "Top Professional Advisors" for 2002. He has been named as one of country's 250 "Best Financial Advisors" by Worth magazine from 1996 through 2002. In 1998, Howard was presented "The Outstanding CPA in Business and Industry Award" in recognition of his business achievements by the Tennessee Society of CPAs. The Society also presented Howard a leadership award for "Dedication to Excellence" in 2000. In December 1999, Ticker magazine named Howard as on of the top five Ace Advisors in the nation. The magazine noted his work for his clients as being among the "Most Innovative Investment Professionals". In March 1998, Howard was featured in the Dow Jones Investment Advisor story, "Top Billing" for his leadership in managing wealthy clients' estates. Howard served as a member of the 1994 CFP National Advisory Council on Financial Planning, which provides broad-based advice on the development of financial planning to the CFP Board, a non-profit professional regulatory organization. The 1994 Securities Industry Institute recognized him as an Exceptional Speaker for his presentation at the Wharton School. In 1992, he was presented the "Outstanding Service Award" from the American Institute of CPA's (AICPA) Personal Financial Planning (PFP) Division. He is one of six CPA's who served on the original AICPA PFP Committee, which achieved Senior Technical Committee status. He is a past chairman of the Tennessee Society of CPAs PFP Committee, and past president of the LINC-Society of CPA Financial Planners. Howard holds a Bachelor of Arts in Economics from Vanderbilt University and MBA from Tulane University. He lives in Nashville with his wife Arlene and is especially proud of their three daughters, Lori, Traci and Mindy and two granddaughters, Brooke and Lindsey.
