Nathan J. Powell, CFP^®, CIMA^®

Director Financial Consultant Truist Investment Services, Inc.

627 York Rd

Towson, MD 21204-4103

nathan.powell@truist.com , opens in new tab

410-842-0814 , opens in new tab

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About me

Background

Nathan Powell is a Vice President and Financial Consultant with Truist Investment Services, Inc. offering clients more than 16 years of financial services, retirement planning, and investment management experience.

As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and Certified Investment Management Analyst® (CIMA®), Nathan focuses on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. He 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. He also consults on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance

Towson University

Personal Interests

Nathan is a native of Phoenix, MD, and a graduate of Towson University. He enjoys spending free time with his wife, Jessica, and children, Madison and Jacob.

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Specialties

Investment planning

Financial planning

Risk management

Investment management

Estate planning

Philanthropy

Financial education

Business management and planning

Accomplishments

Best In-State Wealth Management Teams*

Forbes 2024

Best In-State Wealth Management Teams*

Forbes 2025

^{*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024/2025 and is based on the aforementioned criteria through the calendar year preceding the award date.}