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Dwayne W. Powell
Second Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
2260 Asheville Highway
Brevard, NC 28712
tel: 828-877-2305
fax: 828-254-0302
Investment Center at Macon Bank
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Associations
  • Mainstay Inc.
    Past President of the Board
    Hendersonville, NC
  • Helping Hand Development Center
    Former Board Member
    Hendersonville, NC
  • Kiwanis Club of Hendersonville
    Hendersonville, NC
  • Advisory Board Finance Department Western Carolina University
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER™
  • BSBA - Finance
    Western Carolina University
  • Exchange Traded Funds Certified
  • SB Advisor Certified
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Long Term Care Insurance Licensed
Honors and Recognitions
  • Blue Chip Council - 2005, 2006, 2007
Services
  • Business Planning
  • Estate Planning
  • Fixed Income
  • Long Term Care Insurance
  • Retirement Planning
  • Philanthropic Services
  • Business Succession Planning
  • Wealth Management
  • Education Planning
  • Exchange Traded Funds
  • Corporate Retirement Plans
  • 401k Rollovers
  • Defined Contribution Plans
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    CERTIFIED FINANCIAL PLANNER™
    Hendersonville, NC
  • Macon Investment Services
    Investment Advisor
    Hendersonville, NC
Bulletin Board
  • View your Forms 1099, access tax calculators and software, and get other important tax information in the Tax Center. To visit the Tax Center see Key Links.
  • Request a free Comprehensive Financial Plan by clicking on Request Appointment.
Dwayne W. Powell is licensed in the following state(s): AL, CA, MA, NY, SC, TN
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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