David Powell is a ChFC® credentialed financial advisor with 32 years of industry experience, currently serving at Powell Wealth in Cornelius, NC. He previously worked at Purshe Kaplan Sterling Investments for 13 years and has managed Powell Financial, Inc. since 2007. Powell serves on the Finance Committee of the Grandfather Golf and Country Club. Powell Wealth provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and business entities. The firm typically manages accounts on a discretionary basis using fundamental and cyclical analysis and features a small advisory team with specific operational practices including mandatory custodian use and a range of investment strategies.

Charles Powell is a financial advisor at Powell Wealth in Cornelius, NC, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Grant Thornton, LLP and has experience at the Kenan-Flagler Business School and UNC Chapel Hill. Powell Wealth provides investment supervisory services, financial planning, and pension consulting to individuals, trusts, retirement plans, and businesses. The firm manages portfolios using discretionary strategies based on fundamental and cyclical analysis and employs various investment vehicles, including mutual funds, equities, fixed income, ETFs, and select alternatives.