Steve Powers, CFA, CFP®

Wealth Advisor

704-733-6914
Steve.Powers@CarnegiePW.com

Steve brings more than 30 years of financial services experience to Carnegie Private Wealth, and he spent much of that career helping thousands of financial advisors serve their clients. He served on the Investment Committee of a $15 billion registered investment advisory firm and delivered weekly market and financial updates to the advisors he supported, work that gave him a deep grounding in investment management and financial planning.

For more than a decade, Steve has also worked directly with individuals, families, business owners, non-profits and professionals ranging from athletes to dentists. Before joining Carnegie Private Wealth, he spent more than six years as a Wealth Advisor with CliftonLarsonAllen (CLA), where he provided comprehensive wealth management and financial planning advice. His planning-led approach draws together investment management, retirement and estate planning, tax-efficient strategies and risk management to help clients make wise financial decisions and pursue what matters most to them. Steve sees his role as helping clients turn the resources they have worked hard to build into a life that reflects their values. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER® professional.

Steve and his wife, Tiffany, have been married for 26 years and have three daughters, Savannah, Lauren and Hadley. All three are third-generation Wolfpackers, and Steve was selected Leader of the Pack during his own time at NC State. Outside of work, he enjoys riding Charlotte's greenways, playing golf, spending time in the North Carolina mountains, and following the Los Angeles Dodgers, the Wolfpack and the Carolina Panthers.