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Sean Powell - Financial Advisor in Spokane, WA

Sean Powell

Financial Advisor

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As an Edward Jones financial advisor, it's my privilege to help clients grow, protect and eventually transfer their money in alignment with their goals. To accomplish this, my branch office administrator, Kaitlyn Zwanziger, and I will take ...... Show More
Location & Business Hours
Friday
appointment
Saturday
closed
Sunday
closed
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About
As an Edward Jones financial advisor, it's my privilege to help clients grow, protect and eventually transfer their money in alignment with their goals. To accomplish this, my branch office administrator, Kaitlyn Zwanziger, and I will take the time to get to know you and your priorities to create an actionable strategy, so you can work towards financial and personal success, whatever that may mean for you. We help individuals, business owners, corporate executives and families throughout the country and work best with people who want to be good stewards of their money and value the partnership of a financial advisor. Our process is simple, yet comprehensive: - Help you identify what your top priorities currently are, both in your financial and personal life. - Work with you to establish goals based on those priorities and implement an actionable strategy to help achieve those goals. - If appropriate, we'll collaborate with your tax professional and attorney to implement tax strategies and estate goals. - Work with you throughout your life to help keep you and your family on track. I graduated from Washington State University. Go Cougs! I studied economics, business administration and English. I started my career with Edward Jones in 2017. To fully understand the complex needs of my business owner clients, I earned the Certified Exit Planning Advisor® designation through the Exit Planning Institute. I've also earned the Accredited Asset Management Specialist™ and Accredited Behavioral Finance Professional™ designations through the Kaplan College of Financial Planning®. In addition to serving my clients, I've also served in leadership roles as a recruiting leader and field trainer for new financial advisors for my local Edward Jones region. When I'm not at the office, I can most commonly be found helping my wife raise our five children, Kristina, Shawna, Matthias, Lucy and Andrew. On occasion, if the kids let me, I enjoy golfing, watching sports, working out, being active outdoors and supporting the local organizations that I care about, including our church and kids' school. If you're ready to experience a high level of service and tailored financial advice, please give us a call today. We're ready to help you!
Specialities
Retirement Savings Strategies
Retirement Income Strategies
Estate & Legacy Strategies
Entrepreneurs & Business Owners
Insurance & Annuities
Spending Time with Family
Golfing
Sports Enthusiast
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FAQs
Here are some Frequently Asked Questions about Sean Powell
What organization is Sean Powell associated with?
Sean Powell is associated with Edward Jones.
What is Sean Powell’s work email address?
Sean Powell’s professional email address is s*********l@e**********.com. You can also email Sean Powell by clicking on the contact Sean Powell.
Where is Sean Powell based out of?
Sean Powell’s primary location is Spokane, WA.
What is Sean Powell's phone number?
Sean Powell's phone number is (509) 455-3004
What is Sean Powell's title??
Sean Powell is a Financial Advisor.