Objective investment guidance from experienced financial professionals
Lee Powell works as an analyst in the Financial Planning and Research Group, developing complex cash flow and estate plans that help our clients understand the economic implications of their financial decisions and the long-term impact on their net worth statements. He also supports key components of the firm’s Investment Management Research Program.
Lee Powell’s twenty-five years of experience in operations extends to financial services, manufacturing and nonprofit organizations in both the United States and United Kingdom. He worked at Capital One Financial Services for ten years, during which time he held a number of executive operations management positions, with a principal focus on leading large start-up and turnaround programs. His previous professional experience includes management consulting and product marketing.
Lee earned an MBA from the Mason Graduate School of Business at the College of William and Mary. He also earned his bachelor’s degree from the College of William and Mary. Lee is an Investment Advisor Representative, holding his Series 65 securities license.
Positioning family wealth for tomorrow
through sound strategic planning today.