Learn About Me
Rebecca E. Powell, CFP, CRC
Private Wealth Financial AdvisorSenior Vice President - Investment Officer
Rebecca Powell is a Senior Vice President – Investment Officer, Senior Financial Advisor at Wells Fargo Advisors. Her financial services career spans more than three decades and focuses on helping clients such as corporate executives, entrepreneurs and their multigenerational families understand the challenges impeding their most important goals. Her early experience as a bank branch manager provided her with a solid background in credit and lending while convincing her that clients must analyze both sides of their personal balance sheets to achieve their goals.
As a CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED RETIREMENT COUNSELOR®, and guided by her core values of honesty, integrity and altruism, Rebecca focuses on providing comprehensive financial care to her clients and their families by aligning wealth and investment planning services with each client’s goals throughout their lives.
Giving back is of utmost importance to Rebecca. As someone who benefited from mentors at different points in her career, she makes it a priority to educate and mentor young women.
A graduate of Rutgers University, Rebecca resides in New Jersey, with her family.
MY COMMITTMENT
I am committed to helping you and your family create strategies to accumulate, grow, and preserve wealth.