Jeff Powell, CFP®

Wealth Advisor, Partner

Jeff, a Wealth Advisor and Partner in our Aiken office, joined the financial services industry in 2000. His experience includes financial planning, investment management, retirement, and estate planning. Jeff enjoys working closely with clients to establish a value-driven relationship that pursues a deep sense of personal understanding and satisfaction.

Jeff has been married to his wife, Margaret, since 2004, and has a beautiful daughter named Mekenzie. He enjoys golf, exercise, traveling, and spending time with family and friends.

Jeff currently sits on the Board of Directors of the Aiken Child Advocacy Center providing a voice for children who have suffered physical or mental abuse. Jeff is also on the Board of the Albrecht SPCA, and the Board of Woodside Country Club. Other charitable interests include the Alzheimer’s Association.

Areas of Focus

  • Comprehensive Goal-Based Financial Planning

  • Retirement Planning

  • Estate Planning

  • Investment Management

  • Risk Management

  • Asset Protection

  • Financial Coaching

  • Tax Reduction Strategies

Education

  • University of Florida, Gainesville, FL: Masters of Business Administration

  • State University of New York College at Buffalo, Buffalo NY: Masters of Science in Education, Specialty in Counseling

  • State University of New York at Fredonia, Fredonia NY: Bachelor of Arts in Political Science

Professional Credentials

  • CERTIFIED FINANCIAL PLANNER™ Practitioner

Insurance Licenses

  • Life, Accident, and Health

  • Long-Term Care and Medicare Supplement