David Powell has cultivated a sterling reputation in his profession and in his community. He offers credibility, dependability and a track record of success, from his days as a CFO of an investment banking firm, to the past three decades of guiding individuals and businesses with strategies to protect and grow their financial assets.
David founded Powell Wealth in 1994 as a full-service wealth management firm, built upon a solid foundation of experience and integrity. As the managing director of Powell Wealth, his primary focus is our clients' financial well-being. By taking the time to listen, ask difficult questions, and understand each client's goals, David offers strategies that capitalize on opportunities and address challenges unique to individuals with complex portfolios.
A background in investment banking and commercial lending gives David a unique perspective to wealth management. Prior to founding Powell Wealth, he served as chief financial officer of an investment banking firm in Washington, DC specializing in closely held business acquisitions. He has twelve years of experience as a senior vice president in commercial lending in Washington, DC and Houston. During his tenure in banking, David also structured and managed multiple million dollar relationships in both the private and publicly traded market place.
David earned a B.S. degree in Accounting from the University of Delaware. He holds his Chartered Financial Consultant (ChFC) credential, as well as his Series 65, and Life and Health Insurance Licenses.
The same experience David draws upon to serve his clients is an integral part of his role as a community leader. Throughout the years, he has served on the Cannon School Board of Directors in Concord, where he was treasurer four of his six year term. He served as president four of his six years on the Peninsula Community Foundation in Cornelius, and six years on the Lake Norman YMCA Board of Directors. David has chaired the Novant Health Foundation Lake Norman Advisory Board in Huntersville., and supports Sunninghill Jill Kids.
David and his wife, Liz, have two sons and have called Cornelius, NC, their home since 1993. David enjoys golf, spending time in the mountains, and making time to enjoy his family and friends.
David founded Powell Wealth in 1994 as a full-service wealth management firm, built upon a solid foundation of experience and integrity. As the managing director of Powell Wealth, his primary focus is our clients' financial well-being. By taking the time to listen, ask difficult questions, and understand each client's goals, David offers strategies that capitalize on opportunities and address challenges unique to individuals with complex portfolios.
A background in investment banking and commercial lending gives David a unique perspective to wealth management. Prior to founding Powell Wealth, he served as chief financial officer of an investment banking firm in Washington, DC specializing in closely held business acquisitions. He has twelve years of experience as a senior vice president in commercial lending in Washington, DC and Houston. During his tenure in banking, David also structured and managed multiple million dollar relationships in both the private and publicly traded market place.
David earned a B.S. degree in Accounting from the University of Delaware. He holds his Chartered Financial Consultant (ChFC) credential, as well as his Series 65, and Life and Health Insurance Licenses.
The same experience David draws upon to serve his clients is an integral part of his role as a community leader. Throughout the years, he has served on the Cannon School Board of Directors in Concord, where he was treasurer four of his six year term. He served as president four of his six years on the Peninsula Community Foundation in Cornelius, and six years on the Lake Norman YMCA Board of Directors. David has chaired the Novant Health Foundation Lake Norman Advisory Board in Huntersville., and supports Sunninghill Jill Kids.
David and his wife, Liz, have two sons and have called Cornelius, NC, their home since 1993. David enjoys golf, spending time in the mountains, and making time to enjoy his family and friends.
Jayne McGonnell brings over 25 years of financial industry experience to Powell Wealth. She previously worked at a boutique wealth management firm in a similar role, in operational roles at a broker-dealer, and as a commercial real estate lender at a large national bank. Jayne has been with Powell Wealth since 2018 and plays an integral role in the Powell Wealth team to make sure clients’ needs are met.
Jayne works closely with our clients, managing operational processes, including opening new accounts, account transfers, billing, money movement transactions, research and analysis. By utilizing the Powell Wealth team approach, Jayne works with the advisors, coordinating internal processes to make sure all details of client plans are implemented. Jayne’s additional responsibilities include compliance and marketing.
Jayne and her husband, Jeff, live in Davidson, where they raised their three children. Jayne has participated in walks to raise funds for cancer research, volunteering in schools and assisted her husband in organizing charity running events to raise awareness of Batten’s Disease. Originally from Pennsylvania, Jayne grew up on Lake Erie and obtained her B.A. from West Virgina University. Jayne and her family have considered the Charlotte area home for nearly 30 years.
Jayne works closely with our clients, managing operational processes, including opening new accounts, account transfers, billing, money movement transactions, research and analysis. By utilizing the Powell Wealth team approach, Jayne works with the advisors, coordinating internal processes to make sure all details of client plans are implemented. Jayne’s additional responsibilities include compliance and marketing.
Jayne and her husband, Jeff, live in Davidson, where they raised their three children. Jayne has participated in walks to raise funds for cancer research, volunteering in schools and assisted her husband in organizing charity running events to raise awareness of Batten’s Disease. Originally from Pennsylvania, Jayne grew up on Lake Erie and obtained her B.A. from West Virgina University. Jayne and her family have considered the Charlotte area home for nearly 30 years.
Charley serves as an Investment Advisor for Powell Wealth, working closely with clients as he is integrally involved in every step of the financial planning process. He takes pride in helping clients achieve their financial goals. Charley is responsible for updating and maintaining client financial plans as well as implementing new client management technology for the firm. He is also involved in equity analysis, as well as investment manager search and selection for client portfolios.
Prior to joining Powell Wealth, Charley worked at Grant Thornton LLP as a Senior Associate in their Charlotte-based audit department. Charley graduated from the University of North Carolina at Chapel Hill with a B.S. in Management and earned his Master of Accounting degree from UNC’s Kenan-Flagler Business School. He also holds his Series 65 license. In his spare time, Charley enjoys being on a golf course, playing sand volleyball, tennis and wake-boarding on Lake Norman.
Prior to joining Powell Wealth, Charley worked at Grant Thornton LLP as a Senior Associate in their Charlotte-based audit department. Charley graduated from the University of North Carolina at Chapel Hill with a B.S. in Management and earned his Master of Accounting degree from UNC’s Kenan-Flagler Business School. He also holds his Series 65 license. In his spare time, Charley enjoys being on a golf course, playing sand volleyball, tennis and wake-boarding on Lake Norman.