Advisors

David Powell, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

David Powell

Financial Advisor

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Team

Jackson Wiles

Jackson Wiles

Financial Planning Specialist

Qualifications

  • Bachelor of Science in Finance; Financial Planning Option
  • Jackson started with the practice in July 2020.
  • Jackson grew up in Danville, VA, He's a big Virginia Tech sports fan and enjoys watching football and basketball. He also enjoys spending time in the outdoors; hiking, fishing, and kayaking.

Roles & Responsibilities

  • Aids in preparing investment recommendation letters and reviewing portfolio asset allocation.
  • Create financial planning analysis for clients.
  • Handle client questions, concerns, & investment trading.
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Andrea Noell Rodriguez

Andrea Noell Rodriguez

Client Service Manager

Qualifications

  • Chartered Retirement Planning Counselor
  • Bachelor of Science in Business Administration
  • Noell was raised in NM and AZ where her family has lived for generations. She returned to her hometown of Silver City NM in 2020, enjoys the outdoors, spending time with family and playing music.

Roles & Responsibilities

  • Manage client service & scheduling
  • Manage practice operations
  • Coordinate client events
  • Financial planning & transaction assistance
  • Assist clients with account maintenance
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