Tiffany Powers is a senior financial planner for the Private Wealth division of Blue Trust and serves her clients out of the office in Charlotte, North Carolina.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Certified Kingdom Advisor® (CKA®), and experienced financial planner, Tiffany analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Tiffany began her career as a stockbroker at Solomon Smith Barney. She then worked as a senior financial planner at Blue Trust for 16 years before taking a few years to stay home with her children. She rejoined Blue Trust in 2021.
Tiffany graduated from the University of North Carolina at Charlotte with a BSBA in finance and a concentration in financial management.
An active member of her Carmel Baptist Church, Tiffany served a two-year term on the finance committee, led a girls’ Bible study for four years, and volunteered for three years at Joy Prom when the church hosted it.
Tiffany and her husband, Steve, have three daughters and live in Weddington, North Carolina. In her spare time, she loves spending time with her family, retreating to the family’s cabin to hike and relax, taking photos, utilizing her interior design skills, and tackling DIY home renovation projects.
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BrittanyA2024-10-21 08:04:442024-10-21 08:04:4412 Financial Tips for New Parents
