POWERS WEALTH MANAGEMENT LLC
OCALA, FLORIDA

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. Lance began his career in the investment industry in 1996 with Dun & Bradstreet, as an analyst selecting investments for pension plans that were converting investment platforms. In 1998, he joined SunTrust’s Private Wealth division as a portfolio manager for high net worth clients. Lance transitioned to the private client side of the investment industry in 2008 when he joined Morgan Stanley, and then Raymond James in 2011. Lance’s passions surround his family and his faith; he resides in Ocala with his wife Albina and their three children, Emma (12), Andrew (10) and Madelyn (7). Lance attended Lee University and received a Bachelor in Business Administration with a minor in Bible. When he’s not in the office you’re likely to find Lance fishing, golfing, playing tennis or coaching his son’s basketball team. He is also an Elder in his church. Nan has worked in the investment field for over fifteen years; of which eleven of those years as Senior Vice President Portfolio Manager for SunTrust Private Wealth Management. Her previous career was a practicing Certified Public Accountant (CPA) working for the world's largest international accounting firm and other endeavors in the accounting profession. Nan graduated from the University of Florida with High Honors. And she holds the Chartered Financial Analyst (CFA) designation. Her specialties are in investments, tax planning, estates and trusts and other comprehensive financial planning areas. Nan lives on a horse farm with her husband, Luis; a former accomplished polo horse trainer from Argentina. They spend time around polo and tennis events in their spare time. Nan serves on the Board of Hospice, is a member of The Villages Evening Rotary, and is a former Chairperson of the Florida Horse Park, a former Marion County Planning Commissioner, and a former member of the Florida Institute of CPA's. Jamie has worked in the investments industry since 2011. She joined the Powers Wealth Management of Raymond James team in 2014, as a financial advisor. Jamie is a high honors graduate of the University of Florida,Warrington College of Business, where she received a bachelor’s degree majoring in Business Administration and minoring in Mass Communications. Shortly before beginning with Raymond James, Jamie began the CERTIFIED FINANCIAL PLANNER professional designation in October 2013. Prior to entering the investments industry, Jamie worked for a tax planning firm for five years. Jamie lives in Ocala, FL, with her husband, Gene, a civil engineer, and their two dogs, Tim and Abigail. In her free time, Jamie enjoys spending time with family and friends, playing golf, running, reading, traveling, and cheering on her beloved Florida Gators. We are a diverse team, united behind our clients’ goals and driven to help them achieve financial success. Our experience helps us seamlessly integrate with your company, complementing your strengths and incorporating our own gained from years of experience. Working with any of us means you have an office of intellectual capital behind your institution, leveraging our collective experience to provide sound, comprehensive financial guidance. Taking a collaborative approach and utilizing the full bandwidth of our team’s knowledge and experience, we help institutions to navigate evolving markets and stay angled toward long-term success and sustainability. There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. Raymond James Investor Access is an online service that provides you with secure and convenient access to your accounts, statements, trade confirmations, and tax reporting documents. Clients with a Raymond James brokerage account are eligible for this service.