Jennifer M. Powell,
CRPC®
Vice President
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
1401 Hershberger Rd
Roanoke, VA 24012-2225
About me
Background
Jennifer Powell is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. She is a Chartered Retirement Planning Counselor™ (CRPC®) professional and focuses on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. She follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. She also consults on risk management, retirement planning, and other critical financial strategies.Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
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