Powell Wealth Employee Directory

Powell Wealth corporate office is located in 17818 Statesville Rd Ste 221, Cornelius, North Carolina, 28031, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Operations

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Finance

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Key Employees of Powell Wealth

DP
David Powell
President
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Powell Wealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Powell Wealth

Hundreds of professionals searching for Powell Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DP
David Powell
Email Direct
President
United States , North Carolina , Cornelius

JM
Jayne McGonnell
Email Direct
Office Manager
United States , North Carolina , Cornelius

DM
Dante Moss
Email Direct
Vice President
United States , North Carolina , Cornelius

MD
Madison Dunn
Email Direct
Client Advisor
United States , North Carolina , Cornelius

CP
Charley Powell
Email Direct
Investment Advisor
United States , North Carolina , Cornelius

Former Employees at Powell Wealth

Explore people who held key positions, contributed to Powell Wealth's success, and advanced their careers.

CC
Chelsea Calice
Sales Events Associate at Erickson Senior Living
Worked as Creative Content and Direction Consultant
at Powell Wealth (2021-2021)
Email Direct
TS
Trina Snuggs
Director, Client Servi... at Auctus Advisors
Worked as Client Relationship Manager
at Powell Wealth (2016-2018)
Email Direct

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Frequently Asked Questions Regarding Powell Wealth Employees

How many employees does Powell Wealth have?

Powell Wealth has 1-10 employees

Who are Powell Wealth key employees?

Some of Powell Wealth key employees are David Powell

Where is Powell Wealth located?

Powell Wealth’s headquarters are located at 17818 Statesville Rd Ste 221, Cornelius, North Carolina, 28031, United States

How do I contact Powell Wealth?

Powell Wealth Contact Info: Phone number: (704) 439-0027 Website: www.powellwealth.com

What does Powell Wealth do?

Powell Wealth is a wealth advisory firm based in the Lake Norman area near Charlotte, NC, with over 30 years of experience in financial services. They specialize in investment planning, retirement planning, tax planning, estate planning, and business retirement consulting, aiming to build lifetime relationships with their clients. The firm operates... Read More

Is Powell Wealth a public company?

Powell Wealth is private company therefore does not currently have an official ticker symbol

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