Bert Powell, CFP®, CLU, AIF®

Bert Powell, CFP®, CLU, AIF®

CERTIFIED FINANCIAL PLANNER™ professional / Accredited Investment Fiduciary®
Retirement Planning Specialist

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Phone: 252-756-7721
Fax: 252-756-8391
Mobile Phone: 252-714-5075
E-mail:
 

 

Bert is a native of Greenville, NC and graduated from JH Rose High School. He attended the University of North Carolina as a John Motley Morehead Scholar and obtained his Masters in Business Administration from Wake Forest University. Before joining Sound Partners, Bert served as Director of International Consulting for a public software company.
 
Active in Eastern North Carolina, Bert is a member of the University City Kiwanis club and a charter member of the Kiwanis Club - Pitt County Professionals. Bert also served on the Executive Board of Directors for the Greenville - Pitt County Chamber of Commerce, was named the 2002 Ambassador of the year and is a member of the Chamber's OASIS program. He is the past President of Literacy Volunteers of America - Pitt County and former board member for the North Carolina Coastal Chapter of SHRM. In 2006, Bert was appointed to the local Board of Directors for East Carolina Bank. Other organizations important to Bert include CCA, NWTF, QDMA, Pitt County Educational Foundation and Uptown Greenville.
 
In 2002 Bert was named an Elite Advisor by Alliance Capital and was appointed to the Director's Club. From 2003 - 2006 he earned a position in AXA Advisor's National Leaders Corps. In 2009, Bert was named a Premier consultant by Genworth Financial Asset Management and received the Centurion award from AXA Advisors in both 2009 and 2010. In 2010, he was elected by his peers at AXA to serve on the National Associates Forum.
 
When he is not working with clients Bert enjoys being outdoors, especially during hunting and fishing seasons. Bert has been married to his wife Peyton for nine years and they are the proud parents of three children.
 
Bert is considered by AXA Advisors to be a Qualfied Plan Specialist and has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.
 
CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
 
Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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