|
David L. Powell
Managing Director |
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 two 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 currently serves on the Peninsula Club Board of Directors in Cornelius and he is chair of the Novant Health Foundation Lake Norman Advisory Board in Huntersville.
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 currently serves on the Peninsula Club Board of Directors in Cornelius and he is chair of the Novant Health Foundation Lake Norman Advisory Board in Huntersville.
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 S. McGonnell
Client Relationship Manager |
Jayne McGonnell is responsible for client communications and data management processes, managing all documentation for new accounts, account transfers and distributions. She plays an integral role in preparing client presentations and reports. By utilizing the Powell Wealth team approach, Jayne works closely with the advisors to make sure all the details of client plans are carried out and implemented, and you can be assured that Jayne is always available to assist you with your needs.
Jayne brings over 25 years of financial industry experience to Powell Wealth. For the past seven years, she worked in a small boutique wealth management firm and in an investment management operations role for a large broker-dealer. She spent much of her early career in the commercial and residential mortgage lending space with a large national bank.
Jayne and her husband, Jeff, live in Davidson, NC, where they raised their three children. She is very involved with her community, helping to organize charity events to raise awareness for Battens Disease and participating in walks to raise funds for cancer research. Jayne earned her B.A. from West Virginia University.
Jayne brings over 25 years of financial industry experience to Powell Wealth. For the past seven years, she worked in a small boutique wealth management firm and in an investment management operations role for a large broker-dealer. She spent much of her early career in the commercial and residential mortgage lending space with a large national bank.
Jayne and her husband, Jeff, live in Davidson, NC, where they raised their three children. She is very involved with her community, helping to organize charity events to raise awareness for Battens Disease and participating in walks to raise funds for cancer research. Jayne earned her B.A. from West Virginia University.
|
Charles G. Powell
Investment Advisor Representative |
Charley serves as an Investment Adviser Representative of 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.
Prior to joining Powell Wealth, Charley worked at Grant Thornton LLP as a Senior Associate in their Charlotte-based audit department. In this role, he provided audit assurance services to clients in industries including retail, manufacturing, and hospitality. Charley supervised, trained, and mentored associates while gaining an understanding of client operations, control processes, and business objectives for companies with revenues between $10M and $4B.
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, across a chess board, or on Lake Norman.
Prior to joining Powell Wealth, Charley worked at Grant Thornton LLP as a Senior Associate in their Charlotte-based audit department. In this role, he provided audit assurance services to clients in industries including retail, manufacturing, and hospitality. Charley supervised, trained, and mentored associates while gaining an understanding of client operations, control processes, and business objectives for companies with revenues between $10M and $4B.
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, across a chess board, or on Lake Norman.
