Stephen Powell is an associate, relationship management based in St. Paul, MN.
Stephen supports advisors in client meetings and the development of comprehensive financial plans. He focuses on financial planning, tax-aware strategies, and improving processes that help advisory teams deliver efficient, thoughtful service.
After graduating from university, Stephen began his career at a registered investment advisory firm, supporting advisors and firm operations. At CAPTRUST, he works closely with advisors to develop comprehensive financial plans and help clients understand their full financial picture. As he continues building his advisory skills, he remains focused on providing thoughtful support to both advisors and the clients they serve as he works toward a full advisory role.
Stephen graduated from Bethel University, earning a Bachelor of Arts degree in business with an emphasis in marketing and finance.
In his free time, Stephen enjoys spending time with his wife and being involved in their local church. He values community and staying physically active through sports.
Education
- Stephen graduated from Bethel University, earning a Bachelor of Arts degree in business with an emphasis in marketing and finance.