KP resume 8.2023J. Kevin Powell, CFP
(J. Kevin Powell, CFP
3960 Independence Blvd, Apt. 411, Wilmington, NC 28412
Phone: 706-294-4420
E-mail: KPPLANNER1@FASTMAIL.COM
Objectives
My career goal is to help clients realize their maximum potential (both personally and professionally) through developing deep and trusting relationships.
Education
Certified Financial Planner designation Denver, CO (May 1994)
Holiday Inn Management School Memphis, TN (August 1983)
Bachelor of Science in business administration and history/political science
Williamsburg, KY (Aug 1977-May 1981)
Experience
President/CEO (February 2004 – present)
My Strategic Mentor, Inc. (27525 Puerta Real, #432, Mission Viejo, CA 92691)
Certified Financial Planner™ and advisor to individuals, institutions and small business owners for 36 years.
Work with individual client base in all facets of their financial needs. The key areas are assessing current financial situation, risk management, investment management, retirement planning,
tax planning, estate planning and life planning.
I prepare comprehensive financial and life plans for every client annually. Those plans are updated throughout the year so clients are aware of their standing at all times.
We provide investment management services.
Work with small business owners to develop comprehensive business plans and succession plans. Our focus with small business owners is on their core functions. These include client acquisition,
marketing, communications, client service, business operations, employee relations and personal development.
Specialize in helping companies with start-up capital and funding and long term capitalization.
Expertise includes analyzing and developing corporate business plan forecasts, scenario modeling, financial statement viability, private market evaluations, contract negotiations, and
sales and marketing plan analysis. I have participated in the successful launch of numerous private companies spanning a variety of industries.
I use my 36 years of experience and knowledge of financial issues and apply practical insight to help clients realize their vision and passions in life.
Mentor/coach/consultant for financial advisors and financial institutions. Demonstrate to advisors how to restructure their business operations, improve results and transition to a fee
based relationship versus a traditional transactional based relationship.
Help advisors improve quality of advice for their financial planning deliverables. “Best in class advice” for every case, every time.
Help advisors implement life planning into their practices. That is taking their current relationships with clients to a much deeper level than what they are currently doing. Identifying
a client’s personal vision, mission and goals to fulfill their life plan and achieve their life purpose.
Help institutions implement these same strategies at the enterprise level.
Property Manager for Amast Property Mgt
3600 S. College Rd, Wilmington, NC 28412
November 2019-June 2021
Property manager Amast Properties
Vice President of Finance Amast Properties
I was responsible for all aspects of managing 92 properties for the company. This included working closely with WHA (Katrina Redmond) and her team. Assisting with move-ins, verifying
voucher holders, keeping the properties as well maintained as possible, etc.
Senior Financial Advisor (June 1986 – November 2003)
American Express Financial Advisors. Ameriprise, Inc. IDS Life Insurance Company. (525 Blackburn Drive, Augusta, GA 30907)
Member of select group of top representatives at American Express Financial Advisors (AEFA) serving high net worth individuals.
Platinum Financial Advisor working with clients in all areas of the financial planning process.
National Financial Planner of the Year 1998 and 1999.
Dalbar rated advisor – fewer than 0.5% of all financial professionals ever attained this rating.
Quality of Advice national winner from more than 10,000 advisors.
Hired by AEFA to travel the country and teach other financial advisors on best practices and how to transform their transaction based practices to a fee based practice.
In market groups where training was conducted, financial planning services rose by more than 200% in the twelve months following my workshops and total weighted production increased
by 75%.
Consistently ranked in the top ten of more than 10,000 financial planners at AEFA.
Hotel General Manager (Jan 1977 – Jan 1986)
Holiday Inns, Inc. Augusta, GA and Williamsburg, KY
Washington Road, Augusta, GA 30909
Responsible for all facets in the day-to-day operation of a 500-room Holiday Inn hotel.
Worked at other properties owned by our management company. Marriott Hotels, Embassy Suites and Ramada Inns were other chains that worked at in a management capacity for the same ownership
group.
Supervised 400 employees and responsible for $15 million in annual revenues.
My hotel in Augusta, GA was named a top-50 hotel in the US for the last two years I was the manager.
Interests
Family, Bible studies, water activities sports and reading
References
References available on request.
I use my 36 years of experience and knowledge of financial issues and apply practical insight to help clients realize their vision and passions in life.
Mentor/coach/consultant for financial advisors and financial institutions. Demonstrate to advisors how to restructure their business operations, improve results and transition to a fee
based relationship versus a traditional transactional based relationship.
Help advisors improve quality of advice for their financial planning deliverables. “Best in class advice” for every case, every time.
Help advisors implement life planning into their practices. That is taking their current relationships with clients to a much deeper level than what they are currently doing. Identifying
a client’s personal vision, mission and goals to fulfill their life plan and achieve their life purpose.
Help institutions implement these same strategies at the enterprise level.
Property Manager for Amast Property Mgt
3600 S. College Rd, Wilmington, NC 28412
November 2019-June 2021
Property manager Amast Properties
Vice President of Finance Amast Properties
I was responsible for all aspects of managing 92 properties for the company. This included working closely with WHA (Katrina Redmond) and her team. Assisting with move-ins, verifying
voucher holders, keeping the properties as well maintained as possible, etc.
Senior Financial Advisor (June 1986 – November 2003)
American Express Financial Advisors. Ameriprise, Inc. IDS Life Insurance Company. (525 Blackburn Drive, Augusta, GA 30907)
Member of select group of top representatives at American Express Financial Advisors (AEFA) serving high net worth individuals.
Platinum Financial Advisor working with clients in all areas of the financial planning process.
National Financial Planner of the Year 1998 and 1999.
Dalbar rated advisor – fewer than 0.5% of all financial professionals ever attained this rating.
Quality of Advice national winner from more than 10,000 advisors.
Hired by AEFA to travel the country and teach other financial advisors on best practices and how to transform their transaction based practices to a fee based practice.
In market groups where training was conducted, financial planning services rose by more than 200% in the twelve months following my workshops and total weighted production increased
by 75%.
Consistently ranked in the top ten of more than 10,000 financial planners at AEFA.
Hotel General Manager (Jan 1977 – Jan 1986)
Holiday Inns, Inc. Augusta, GA and Williamsburg, KY
Washington Road, Augusta, GA 30909
Responsible for all facets in the day-to-day operation of a 500-room Holiday Inn hotel.
Objectives
My career goal is to help clients realize their maximum potential (both personally and professionally) through developing deep and trusting relationships.
Education
Certified Financial Planner designation Denver, CO (May 1994)
Holiday Inn Management School Memphis, TN (August 1983)
Bachelor of Science in business administration and history/political science
Williamsburg, KY (Aug 1977-May 1981)
Experience
President/CEO (February 2004 – present)
My Strategic Mentor, Inc. (27525 Puerta Real, #432, Mission Viejo, CA 92691)
Certified Financial Planner™ and advisor to individuals, institutions and small business owners for 36 years.
Work with individual client base in all facets of their financial needs. The key areas are assessing current financial situation, risk management, investment management, retirement planning,
tax planning, estate planning and life planning.
I prepare comprehensive financial and life plans for every client annually. Those plans are updated throughout the year so clients are aware of their standing at all times.
We provide investment management services.
Work with small business owners to develop comprehensive business plans and succession plans. Our focus with small business owners is on their core functions. These include client acquisition,
marketing, communications, client service, business operations, employee relations and personal development.
Specialize in helping companies with start-up capital and funding and long term capitalization.
Expertise includes analyzing and developing corporate business plan forecasts, scenario modeling, financial statement viability, private market evaluations, contract negotiations, and
sales and marketing plan analysis. I have participated in the successful launch of numerous private companies spanning a variety of industries.
I use my 36 years of experience and knowledge of financial issues and apply practical insight to help clients realize their vision and passions in life.
Mentor/coach/consultant for financial advisors and financial institutions. Demonstrate to advisors how to restructure their business operations, improve results and transition to a fee
based relationship versus a traditional transactional based relationship.
Help advisors improve quality of advice for their financial planning deliverables. “Best in class advice” for every case, every time.
Help advisors implement life planning into their practices. That is taking their current relationships with clients to a much deeper level than what they are currently doing. Identifying
a client’s personal vision, mission and goals to fulfill their life plan and achieve their life purpose.
Help institutions implement these same strategies at the enterprise level.
Property Manager for Amast Property Mgt
3600 S. College Rd, Wilmington, NC 28412
November 2019-June 2021
Property manager Amast Properties
Vice President of Finance Amast Properties
I was responsible for all aspects of managing 92 properties for the company. This included working closely with WHA (Katrina Redmond) and her team. Assisting with move-ins, verifying
voucher holders, keeping the properties as well maintained as possible, etc.
Senior Financial Advisor (June 1986 – November 2003)
American Express Financial Advisors. Ameriprise, Inc. IDS Life Insurance Company. (525 Blackburn Drive, Augusta, GA 30907)
Member of select group of top representatives at American Express Financial Advisors (AEFA) serving high net worth individuals.
Platinum Financial Advisor working with clients in all areas of the financial planning process.
National Financial Planner of the Year 1998 and 1999.
Dalbar rated advisor – fewer than 0.5% of all financial professionals ever attained this rating.
Quality of Advice national winner from more than 10,000 advisors.
Hired by AEFA to travel the country and teach other financial advisors on best practices and how to transform their transaction based practices to a fee based practice.
In market groups where training was conducted, financial planning services rose by more than 200% in the twelve months following my workshops and total weighted production increased
by 75%.
Consistently ranked in the top ten of more than 10,000 financial planners at AEFA.
Hotel General Manager (Jan 1977 – Jan 1986)
Holiday Inns, Inc. Augusta, GA and Williamsburg, KY
Washington Road, Augusta, GA 30909
Responsible for all facets in the day-to-day operation of a 500-room Holiday Inn hotel.
Worked at other properties owned by our management company. Marriott Hotels, Embassy Suites and Ramada Inns were other chains that worked at in a management capacity for the same ownership
group.
Supervised 400 employees and responsible for $15 million in annual revenues.
My hotel in Augusta, GA was named a top-50 hotel in the US for the last two years I was the manager.
Interests
Family, Bible studies, water activities sports and reading
References
References available on request.