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