Robert "Bert" J Powell IV, CFP®, CLU, AIF®
Bert finds it powerful and humbling to have the ability to assist someone in honoring their family. He also enjoys helping clients to efficiently reward their employees with financial resources. His goal is to put clients at ease by providing reliable facts, products, and services that suit their needs and capitalize on positive emotions. Bert tries to educate clients whenever possible, but he has been able to learn lessons from them as well. Each client engagement involves unique circumstances and requires utilization of new planning techniques. He has felt very lucky to be a part of it all.
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.
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 Equitable Advisor's National Leaders Corps. In 2009, Bert was named a Premier consultant by Genworth Financial Asset Management and received the Centurion award from Equitable Advisors in both 2009 and 2010. In 2010, he was elected by his peers at Equitable to serve on the National Associates Forum.
He is also very active within the community and spends time helping local organizations by lending his leadership skills to them. Bert is a member of the University City Kiwanis club and a charter member of the Kiwanis Club - Pitt County Professionals. He has also served on numerous boards and committees within Pitt County, including the Greenville-Pitt County Chamber of Commerce. Other organizations important to Bert include CCA, NWTF, QDMA, Pitt County Educational Foundation, SHRM and Uptown Greenville.
When he is not working with clients Bert enjoys being outdoors, especially during hunting and fishing seasons. Bert and his wife Peyton are the proud parents of three children that they raise in his hometown of Greenville, North Carolina.
Bert is considered by Equitable Advisors to be a Qualified Plan Specialist and has been awarded the title of Retirement Planning Specialist by Equitable 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 Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.