Ronnie F. Powell, Cfp® Email and Phone Number
Ronnie F. Powell, Cfp® work email
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Ronnie F. Powell, Cfp® personal email
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Ronnie F. Powell, Cfp® phone numbers
As a Sr. Wealth Advisor and Sr. Vice President at VeraBank, I leverage my 30 years of experience and CFP credentials to help my clients achieve their financial goals and secure their legacy. I listen and understand their needs and preferences, offer knowledgeable advice, and provide a level of personal service that exceeds expectations.I focus on strategic investment planning, retirement income planning, and wealth management for individuals, families, and business owners. I partner with a team of seasoned professionals who specialize in customized investment management solutions, fiduciary services, private banking, and wealth advisory solutions. I am passionate about serving my community and have served on the board of the Eanes Education Foundation.
Verabank
View- Website:
- verabank.com
- Employees:
- 140
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Sr. Wealth Advisor - Sr. Vice PresidentVerabank Apr 2023 - PresentAustin, Texas, United States
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Private Wealth Advisor-Senior Vice PresidentWells Fargo Private Bank Aug 2019 - Apr 2023Austin, Texas Area -
Region President And Managing DirectorNorthern Trust Wealth Management Jun 2013 - Feb 2019Austin, TxAs Region President and Managing Director for the Northern Trust office in Austin, I proactively led a team of seasoned professionals to address the needs of an ultra-high net worth clientele. This specialized team focused on providing "high-touch" service that included customized investment management solutions, fiduciary services, private banking and wealth advisory solutions to successful people. -
Sr. Investment ConsultantNorthern Trust Wealth Management Oct 2006 - Jun 2013Houston, Texas AreaIn this role I advised affluent clients in areas of wealth accumulation, preservation of capital and wealth transfer.
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Senior Financial ConsultantSmith Barney Oct 2002 - Oct 2006Dallas, Texas
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Financial ConsultantMerrill Lynch 1994 - 2002Dallas, Texas
Ronnie F. Powell, Cfp® Skills
Ronnie F. Powell, Cfp® Education Details
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General Business
Frequently Asked Questions about Ronnie F. Powell, Cfp®
What company does Ronnie F. Powell, Cfp® work for?
Ronnie F. Powell, Cfp® works for Verabank
What is Ronnie F. Powell, Cfp®'s role at the current company?
Ronnie F. Powell, Cfp®'s current role is Sr. Wealth Advisor @ VeraBank | CERTIFIED FINANCIAL PLANNER.
What is Ronnie F. Powell, Cfp®'s email address?
Ronnie F. Powell, Cfp®'s email address is rf****@****ail.com
What is Ronnie F. Powell, Cfp®'s direct phone number?
Ronnie F. Powell, Cfp®'s direct phone number is +171366*****
What schools did Ronnie F. Powell, Cfp® attend?
Ronnie F. Powell, Cfp® attended Southern Methodist University - Cox School Of Business.
What are some of Ronnie F. Powell, Cfp®'s interests?
Ronnie F. Powell, Cfp® has interest in Golf.
What skills is Ronnie F. Powell, Cfp® known for?
Ronnie F. Powell, Cfp® has skills like Wealth Management Services, Investment Management, Series 7, Wealth Management, Finance, Series 63, Financial Services, Private Banking, Portfolio Management, Securities, Banking, Asset Management.
Who are Ronnie F. Powell, Cfp®'s colleagues?
Ronnie F. Powell, Cfp®'s colleagues are Angie Baker, Summer Price, Teresa Rivers, Daniela Gamboa, Myles Foster, Tiffany Courville, Bo Bruyere.
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