Nathan Powell

Nathan J. Powell, CFP®, CIMA®
Financial Consultant Truist Investment Services, Inc.

627 York Rd

Towson, MD 21204-4103

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.

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
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.

Specialties

  • 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

  • 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.

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

To
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