Adam Powers

Adam Powers, CFP®
Vice President Financial Planning Officer Truist Investment Services, Inc.
The Ashbridge Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219

adam.powers@truist.com

Phone 804-787-8253

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About me

Background

A Richmond-native, I graduated from Virginia Tech in 2014 with a B.S. in Finance through their CFP® Board Registered Certification Education program and began my financial services career in Washington D.C in wealth management. I am a CERTIFIED FINANCIAL PLANNER professional with over 12 years of industry experience, and lead my team in our goals-based planning analysis. Before Truist, I assisted advisors in both Paraplanner and Client Service Associate roles, allowing me to engage with the industry from many different perspectives. Joining the Ashbridge Group of Truist Investment Services Inc. in 2020, I now work with clients to define and prioritize their financial goals. I currently hold Series 7 and 63 securities registrations, as well as life and health insurance licenses.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance, B.S
Virginia Tech 2024

Personal Interests

I live in Richmond with my wife, Deanna, and two children, Chloe and Casey and our dog, Riggins. I enjoy hiking, traveling whenever possible, and volunteer my time with the Maggie L. Walker Governor’s School Foundation where I currently serve as both a Board Member and Chair of the Finance Committee.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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