A team of diversified professionals, at work for you.
Bert Powell, CFP®, CLU, AIF®
MANAGING PARTNER | Greenville, NC
Bert 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.
BUSINESS FOCUS: RETIREMENT PLANNING, WEALTH MANAGEMENT, GOALS-BASED FINANCIAL PLANNING
Patrick Porter
MANAGING PARTNER | Greenville, NC
With a strong focus on innovation and education, Patrick values the trust clients place in him and enjoys the challenge of devising a financial path that can help them achieve their goals.
FOCUS: RETIREMENT PLANNING, WEALTH MANAGEMENT, GOALS-BASED FINANCIAL PLANNING, GROUP RETIREMENT PLANS
Edward Spence, ChFC®, CLU
PARTNER | Goldsboro, NC
With 41 years of industry experience, Ed values his role in helping his clients to make sound financial decisions - growing and protecting their assets in a manner that helps to reach their personal and financial objectives and providing all of these things in a manner that enables them to have more confidence in their financial future.
FOCUS: RETIREMENT PLANNING, LIFE INSURANCE, LONG TERM CARE INSURANCE, INVESTMENTS (MANAGED ACCOUNTS, MUTUAL FUNDS, FIXED & VARIABLE ANNUITIES), INDIVIDUALIZED HEALTH INSURANCE, EMPLOYEE BENEFITS
Wade Scales, CLU
PARTNER | Greenville, NC
A third generation within the business, Wade values the fact that he is part of a family that does tremendous work helping others with family matters. He works hard to help and educate clients in a career that he describes as “budding, challenging, and rewarding.”
FOCUS: WEALTH MANAGEMENT
Howell “Hal” O’Geary
PARTNER | Henderson, NC
With 34 years in the financial industry, Hal got his start with his current-broker dealer, now Equitable Advisors, before joining the Sound Partners family in 2018. Honest & trustworthy, Hal understands that results cannot be achieved without solid planning.
FOCUS: RETIREMENT PLANNING
Ross Moore
PARTNER | Wilmington, NC
With a background in professional soccer, Ross understands the value of having a strong team behind you. He likes to say that his main goal is helping people - utilizing his knowledge and experience to put himself in his clients shoes and find the right strategies for them.
FOCUS: FINANCIAL PLANNING, LIFE INSURANCE, HEALTH INSURANCE, LONG TERM CARE PLANNING
Gentry “Ed” Porter, ChFC®, CLU
PARTNER | Greenville, NC
Ed joined his current broker-dealer, now Equitable Advisors, in 1982 and made his way to the Sound Partners team in 2015. He understands that now, more than ever, his clients need to plan for their future financial security. Hardworking & loyal, Ed treats each of his clients like family and cares for their entire wellbeing.
FOCUS: LIFE INSURANCE, RETIREMENT, ANNUITIES, EMPLOYEE BENEFIT PLANNING, HEALTH INSURANCE
Dan Stieh
ASSOCIATE | Greenville, NC
With a family background of helping others, Dan is motivated every day to empower his clients through sound strategy in order to increase their probability of success. He enjoys the process of understanding a client’s goals, challenging them to do more, and learning from their life experiences.
FOCUS: RETIREMENT PLANNING, INVESTMENT ANALYSIS, TAX STRATEGIES
Rob Powell, ChFC®, CLU
PARTNER | Greenville, NC
Honest, experienced & knowledgeable, Rob has 49 years of experience in the financial planning industry. Getting to know people and see them succeed over time gives him great satisfaction and he values the opportunity to get to see hopes and dreams come true over time with hard work and sound planning.
FOCUS: BUSINESS PLANNING, ESTATE PLANNING STRATEGIES
Angela Mackinnon
ASSOCIATE | Wilmington, NC
New to the Sound Partners family, Angela focuses on individualized financial planning with an emphasis on female clientele and historically underrepresented individuals and groups.
FOCUS: INDIVIDUALIZED FINANCIAL PLANNING, RETIREMENT PLANNING, GOALS-BASED FINANCIAL PLANNING, WEALTH MANAGEMENT
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.