Dave Powell & Associates

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

John Watlington, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

John Watlington

MBA

Financial Advisor

Visit John Watlington's website
Dave Powell, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

Dave Powell

CFP®, CLU®, CASL®, CRPC, APMA, ChFC®, CLTC®, CRPS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Dave Powell's website

Team

Sharron Regan

Sharron Regan

Paraplanner

Qualifications

  • Ameriprise Financial since 2015
  • Currently hold Series 7, Series 63, Series 66 and NC Insurance Licenses
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Sandy Sedei

Sandy Sedei

Operations Specialist

Qualifications

  • Notary Public
  • E-Notary
  • Ameriprise Financial since 2019
  • Thirteen years experience in the financial industry
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Janell Varney

Janell Varney

Client Service Coordinator

Qualifications

  • Ameriprise Financial since 2007
  • 22 years experience in insurance industry
  • Bachelor's of Science in Communications and Business, Nyack College
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