Chris Powell

Wealth Management Advisor

With over 25 years of experience in business-to-business sales, Chris has built a career on understanding his clients’ needs, building long-lasting relationships, and delivering solutions that drive growth and success. Today, as a financial advisor, Chris leverages that expertise to help individuals and families create and implement financial strategies tailored to their customized goals.

His mission is simple: to empower his clients with the knowledge, tools, and strategies they need to build financial security and realize their “dream retirement”. Whether it’s financial planning, investment management, or implementing tax strategies, He is dedicated to guiding his clients every step of the way.

Chris attended the University of Kentucky in Lexington, KY, where he majored in business. He currently volunteers for Arbor Youth Services, is a founder of the Stave and Stoagie Society, and is passionate about causes related to children and animals. Chris and his wife Suzanne reside in Lexington, KY, with their children and dogs. They work in two offices located in Lexington, KY, and The Villages, FL, with plans to live in Florida part-time once their children finish school.

Schedule A Consultation

Name(Required)
Select an office location from the dropdown.
This field is for validation purposes and should be left unchanged.