POWERS WEALTH MANAGEMENT LLC
OCALA, FLORIDA

Powers Wealth Management LLC is a distinguished financial planning firm offering a comprehensive, team-based approach to managing clients' financial plans. The company emphasizes understanding unique client circumstances to create tailored strategies for long-term financial success. Founded in Florida and led by experienced professionals, the firm provides expertise across various critical financial areas including investments, tax planning, estate management, and trusts. Lance M Powers, a founding member with over two decades of experience in investment industry leadership, brings a wealth of knowledge rooted in his work experience at prestigious institutions such as Morgan Stanley and Raymond James alongside his academic background from Lee University. His commitment extends beyond finance to include mentoring roles like coaching youth basketball. Nan, another key leader in the firm, is recognized for her extensive tenure with SunTrust Private Wealth Management as a Senior Vice President Portfolio Manager. A Chartered Financial Analyst (CFA) designation holder and high-achievers from the University of Florida, Nan enhances the team's robustness in financial advisory services. Her community service roles amplify their commitment to societal involvement. Completing their leadership trio is Jamie G Losito, whose background as a CERTIFIED FINANCIAL PLANNER equips her with deep insights into personalized client financial planning since 2014. A University of Florida alumna in Business Administration and an enthusiast for sports, Jamie contributes significantly to the team's dynamic approach. Powers Wealth Management LLC is committed to delivering high-quality client service by integrating diverse expertise from its skilled professional team. Positioned in Ocala, Florida, their operations include a collaborative effort that supports institutions as they navigate shifting market trends towards long-term growth. Clients benefit from Raymond James' online Investor Access service for secure and streamlined account management. Established on January 22, 2018, the firm has maintained active status following its last reinstatement in April 2023, with a commitment to providing sound fiscal guidance as demonstrated through their detailed annual reporting schedule.