Sign In
Get Clay Free →

Suggestions

    Steve Powers

    Senior Wealth Advisor - CLA (CliftonLarsonAllen)

    Steve Powers is an accomplished financial professional dedicated to delivering top-notch investment solutions to clients. With a blend of technical skills, market expertise, and product knowledge, Steve excels in sales, relationship management, and building strategic alliances across various industries.

    Steve's specialties encompass a wide array of areas including alternative investments, banking, business development, equities, financial planning, marketing, leadership, portfolio management, and more. His proficiency spans from closed-end mutual funds to presentation skills, reflecting his comprehensive understanding of the financial landscape.

    Education: Steve pursued his academic interests at North Carolina State University, where he studied Economics and Business Administration, laying a strong foundation for his career in finance.

    With a rich professional background, Steve has held key positions at reputable organizations like CLA (CliftonLarsonAllen), Aegon Asset Management, Incapital, LPL Financial, Evergreen Investment Management, Merrill Lynch Global Private Client Group, Wachovia Private Financial, and First Union Brokerage Services. His roles ranged from Senior Wealth Advisor to Territory Manager, showcasing his versatility and expertise in the financial sector.

    Steve Powers
    Add to my network

    Location

    Waxhaw, North Carolina, United States