Powell Wealth Employee Directory

Q: What is Powell Wealth known for?

Powell Wealth was founded in 1994. Powell Wealth operates in the Financial Services industry.

Q: How many employees does Powell Wealth have currently?

Powell Wealth has approximately 6 employees.

Q: Who are Powell Wealth's key employees and leadership?

Powell Wealth's key employees include: President: D. P..

Financial ServicesNorth Carolina, United States2-10 Employees

Powell Wealth, established as Powell Financial in 1994, is a wealth advisory firm based in the Lake Norman area near Charlotte, NC. For more than 24 years, the firm has built a solid reputation helping our clients achieve financial security through the preservation and accumulation of wealth. Our team provides customized, dynamic solutions to business owners, executives and individuals to help them meet their lifetime objectives. From retirement and estate planning, to business continuation and tax planning, Powell Wealth has the expertise, experience and knowledge to develop a concrete financial strategy.

During the process of charting your financial course, Powell Wealth will help you prioritize your goals and work with you to develop a strategy that meets those objectives. Our ultimate mission is to help you achieve financial independence and peace of mind.

Our Services Include:
- Investment Planning
- Investment Management
- Retirement Planning
- Business Retirement Consulting
- Estate Planning
- Tax Planning
- Charitable Giving

Learn more by calling 704.439.0027, or go to www.PowellWealth.com.

Find Powell Wealth employees' phone numbers or email addresses

Powell Wealth Global Highlights

North America
7

United States Of America
7

Powell Wealth's Leadership

D. P.
President
Mobile Phone
Email
D. M.
Partner
Mobile Phone
Email
J. M.
Office Manager
Mobile Phone
Email
M. D.
Client Advisor
Mobile Phone
Email
C. P.
Investment Advisor
Mobile Phone
Email
T. S.
Mobile Phone
Email

Contact profiles from Powell Wealth

Name

Title

Contact Info

Location

Last Update

D. P.
President
Mobile Phone
Email
United StatesNorth Carolina
Sep 09, 2025
D. M.
Partner
Mobile Phone
Email
United StatesNorth Carolina
Oct 17, 2024
J. M.
Office Manager
Mobile Phone
Email
United StatesNorth Carolina
Nov 14, 2025
M. D.
Client Advisor
Mobile Phone
Email
United States
Oct 19, 2025
C. P.
Investment Advisor
Mobile Phone
Email
United StatesNorth Carolina
Nov 11, 2025
T. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Powell Wealth known for?

Powell Wealth was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 17818 Statesville Road, Suite 221. Explore Powell Wealth's company overview page for more information.

What is Powell Wealth's most common email format?

Powell Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Powell Wealth email formats with LeadIQ.

How many employees does Powell Wealth have currently?

Powell Wealth has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Powell Wealth's key employees and leadership?

As of December 2025, Powell Wealth's key employees include:

President: D. P.
Partner: D. M.
Office Manager: J. M.
Client Advisor: M. D.
Investment Advisor: C. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking