David R. Powell

Further information about David R. Powell:

Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Counselor, Dalbar rated for excellence in advice, Member of Financial Planning Association, Member Roman Eagle Lodge AF&AM; Danville, VA

I'm passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> (R) approach to financial planning starts with your dreams, not just the numbers.

Working with you, I'll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I'll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

For further information please visit: www.ameripriseadvisors.com/david.r.powell

We have a 2nd location at:
138 S. Steele Street
Sanford, NC 27330

Compensation and Fee Structures:

Fees are determined by complexity of your case.

Licenses, Certifications & Affiliations:

Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Counselor, Dalbar rated for excellence in advice, Member Financial Planning Association

I am licensed and registered to conduct business in NC.

Based on licenses and registrations I hold, I may also conduct certain business in AL, CT, FL, SC, TX, VA, RI, DC

Education:

Juilliard School, BM 1978 and MM 1979

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Further information about Ameriprise Financial Services, Inc.:

(Size of firm: 0-9 advisors)

We provide fee-based financial planning advice and investment management, as well as estate planning strategies to individuals and businesses throughout NC and the southeast. We specialize in people transitioning to retirement or who are already retired and want to experience as much as they can from life. Our educated and experienced staff helps us deliver quality personal service to our select group of clients.