Our financial advice team

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

David Powell

Financial Advisor

Hurwitz Wealth Advisors
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education

Education

  • BA Political Science, University of Michigan, 1994
  • Diploma, Cranbrook Kingswood, 1989

Previous experience

  • Financial Advisor, Wells Fargo Clearing Services, LLC, 2017-2019
  • Owner/Practice Manager, DLP Consulting, LLC, 2004-2017
  • Wealth Management & Institutional Services/VP of Corporate Marketing & Communications, Comerica Bank, 2007-2011
  • Senior Financial Consultant/Senior VP - Investments, Citigroup Global Markets Inc., 1995-2004

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • I enjoy spending time with my wife Molly, our 11-year-old son Sam, and two Havapoo pups Tito and Kiki.
  • I spend a lot of time outdoors. On weekends, I can typically be found on the hiking trails around DC or at a neighborhood gathering.
  • I’m an avid sports fan, particularly of the teams of my alma mater the University of Michigan.
  • I love live music and film. You may run into me at the various music venues and movie palaces around town and in my hometown of Detroit.

My photos

1 albums
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