Rob Powell, ChFC®, CLU

PARTNER
Greenville, NC

“Whether you think you can or think you can’t, you are right.” Rob believes that money is stored up time and using time wisely for the benefit of family, friends and our communities makes life worthwhile.

Rob graduated from Davidson College and earned an MBA from the University of North Carolina. In 1976, he moved to Greenville, North Carolina and joined his current broker-dealer, now Equitable Advisors. From 1978 until 1982, he served as that company's district manager for the northeastern part of North Carolina.

After nearly 50 years in the life insurance and financial services industry in eastern North Carolina, Rob still enjoys his work. Throughout his time in the business Rob has always appreciated that diversity comes in many different flavors and the things that make people happy are the same way. For him, the best part of the job is finding out the dreams and goals of his friends and clients and doing his best to play a part in making them come true.

His articles about financial planning and insurance have been published in multiple publications and he has been recognized by various companies for high production levels as well as being honored for consistent, long-term service to his community and to the industry.

Outside of work Rob enjoys being outdoors and with family and friends. He has been married to his wife, Clarine, for more than 45 years. They are the parents of four adult children, one of whom is Rob’s business associate. Rob and Clarine like to cook, travel, collect art, and spend time with family

Focus

  • Financial Planning

  • Asset Allocation

  • Wealth Accumulation & Retirement Planning

  • Employee Benefit, Pension Plans & 401(K) Implementation

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.