Tiffany Powers

Tiffany Powers, CFP®, CKA®

Sr. Financial Planner
Charlotte, NC
A Message from Tiffany
tiffany.powers@bluetrust.com
(704) 409-1930

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.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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