Bert Powell, CFP®, CLU, AIF®
MANAGING PARTNER
Greenville, NC
Don't judge each day by the harvest you reap but by the seeds that you plant.
- Robert Louis Stevenson
Currently a managing partner, Bert got his start in the industry in August of 2000. A graduate of the University of North Carolina with an MBA from Wake Forest University, he is passionate about his Tar Heels as he is about empowering his clients to understand their financial choices.
Named by Equitable Advisors as a National Honor Advisor, Bert understands that sound financial planning ensures individuals and businesses can fully enjoy freedoms, independence, and choice for themselves and those that depend on them. He focuses on educating those that seek to understand more about the financial choices they have as well as seeking to better understand those things that are most precious to them. By doing so, he empowers and enables his clients to make profound impacts on the present and future of their families and the communities they serve.
Married for more than 20 years to his wife Peyton, Bert is father to three sons, Jackson, Gibbon and Bill. He enjoys being wherever his family is – and for very short periods of time – where they are not. In particular, he enjoys being outdoors, and will even appear to be hunting, fishing or hiking to have an excuse to do more of it.
Focus
Retirement Planning
Wealth Management
Goals-based Financial Planning
You deserve the peace of mind that Sound Partners provides.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5453094.1 (3/23) (Exp. 3/27)
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.