POWERS WEALTH MANAGEMENT LLC
OCALA, FLORIDA

Powers Wealth Management LLC stands out as a leading financial planning firm dedicated to delivering customized client experiences. With an emphasis on understanding each individual's unique situation, the company crafts personalized strategies that aim for long-term financial success. Based in Florida and guided by seasoned professionals, the firm offers expertise across key finance domains such as investments, tax planning, estate management, and trusts. Among its founders is Lance M Powers, who brings more than two decades of leadership experience from prestigious companies like Morgan Stanley and Raymond James. With a background in sports coaching and an academic foundation from Lee University, his multifaceted approach enriches the firm's strategic insights. Nan, another integral part of the team, holds the Chartered Financial Analyst (CFA) designation and brings over twenty years of specialized financial management experience with SunTrust Private Wealth Management. Her comprehensive education in Finance and Economics from the University of Florida reinforces her capability in delivering top-tier financial advisory services. Additionally, her dedication to community service further amplifies the firm's community engagement. Jamie G Losito completes this dynamic leadership team. As a CERTIFIED FINANCIAL PLANNER since 2014, she leverages her strong educational background and passion for sports to enhance client relations and tailor personalized planning solutions. With expertise rooted in Business Administration from the University of Florida, Jamie plays a pivotal role in fostering a welcoming and strategic environment. Powers Wealth Management LLC is committed to high-quality client service by leveraging the diverse skills within their professional team. Situated in Ocala, they collaborate closely with institutions to navigate evolving market trends while aiming for sustained growth. Clients also enjoy access to Raymond James' Investor Access platform, ensuring convenient and secure account management online. Since its establishment on January 22, 2018, and following a recent activity update in April 2023, the firm continues steadfastly in their mission of providing reliable financial guidance, backed by transparency through meticulous annual reporting.