Private Wealth Advisor-Senior Vice President @ (August 2019 - April 2023)
Region President and Managing Director @ (June 2013 - February 2019)
Sr. Investment Consultant @ (October 2006 - June 2013)
Senior Financial Consultant @ Smith Barney (October 2002 - October 2006)
Financial Consultant @ (January 1994 - January 2002)
Ronnie Powell Education
SMU Cox School of Business
Bachelor of Business Administration (General Business)
Ronnie Powell Skills
Retirement Planning
Asset Allocation Strategies
Strategies for Business Owners
Charitable Gifting Strategies
Financial Strategies
Wealth Management Services
Investment Management
Series 7
Wealth Management
Finance
Series 63
Financial Services
Private Banking
Portfolio Management
Securities
Banking
Asset Management
Business Strategy
Strategic Financial Planning
Personal Finance
Financial Planning
Leadership
Management
Sales
Microsoft Office
Marketing
Customer Service
Business Analysis
Strategy
Ronnie Powell Summary
Ronnie Powell, based in Austin, TX, US, is currently a Sr. Wealth Advisor - Sr. Vice President at VeraBank. Ronnie Powell brings experience from previous roles at Wells Fargo Private Bank, Northern Trust Wealth Management and Smith Barney. Ronnie Powell holds a Bachelor of Business Administration in General Business @ SMU Cox School of Business. With a robust skill set that includes Retirement Planning, Asset Allocation Strategies, Strategies for Business Owners, Charitable Gifting Strategies, Financial Strategies and more. Ronnie Powell has 4 emails and 2 mobile phone numbers on RocketReach.
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