Ana HarrisFee Arrangements
Jeffrey Powell, MBA, CFP®
Partner, Financial Advisor

Jeff Powell is a Partner and Senior Financial Advisor at Cela Advisors.

Jeff has extensive experience in portfolio management, financial planning, and the development of investment strategies. Jeff provides his clients with a comprehensive financial plan to accomplish their goals and objectives. This includes portfolio management, investment account reviews, retirement goal setting, and estate and tax planning.

Jeff joined Cela Advisors after providing financial advice and portfolio management for over 3 years at a private wealth management firm as a financial advisor. Jeff also served as a managing principal for 5 years at a Securities broker-dealer in South Florida. He had supervisory responsibility over 1200+ retirement accounts and 7000 equities accounts with assets totaling 1.6 billion dollars.

Jeff received his Bachelor of Arts degree from SUNY Fredonia in Political Science (pre-law studies), Masters of Education from SUNY Buffalo with a concentration in Counseling/Psychology, and a Masters degree in Business Administration from the University of Florida.

Jeff still holds three security licenses and has also obtained the designation of Certified Financial Planner (CFP) after completing a two year comprehensive study program at the University of Miami. He is also a member of the Financial Planning Association of South Florida.

HOME | ABOUT US | INVESTING | PLANNING | CONTACT US
Have Questions! Call Us 305.667.8123 or Email info@celaadvisors.com         Copyright © 2009 Cela Advisors, LLC