Melissa L Powell
Wealth Management Advisor
Personal
Melissa was born in Sydney, Australia and had her earlier years in Sydney. All of her mother's family reside in Australia. Melissa then moved across the world to Connecticut, U.S.A. Where her father's family were from. Growing up in New England was beautiful and has wonderful seasons.
Melissa has made Tampa Bay her home for many years. She has three boys, Joshua, Jackson and Jarrett. She enjoys skiing, playing golf, traveling and spending time with family.
Designations
Melissa has since earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) from The American College.
CLU1
Chartered Life Underwriter2
Melissa Powell received her CLU® in 2010 from The American College.
The CLU® designation is a commonly recognized professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Melissa Powell, as well as field managers and others involved in providing life insurance products to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.
ChFC3
Chartered Financial Consultant4
Melissa Powell received her ChFC® in 2010 from The American College.
The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.
Here are my areas of expertise
Financial Planning
Wealth Management
Retirement Planning & Income Strategies
Investment Planning & Strategies
Insurance Protection Strategies
Business Planning & Succession
Education Planning & Funding
Estate Planning
Associations and Memberships
- Leadership Tampa, class of 2006.
- NAIFA since 1992.
- Women in Insurance and Financial Services.
- Working Women of Tampa Bay
- National Association of Professional Women.
- Bay Area Legal Services
- Pearl Society
- ESPN St Petersburg Bowl Board Member
- Involved with CFMA, Construction and Financial Management Association.
- Involved with the CEO Council.
- Involved with HEAL: Health, Education and Leadership for Young Professionals
Awards and Recognition
Million Dollar Round Table Qualifying Member 2003-2008, 2010, 2012
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2012
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2000-2010
Award recognizing persistency and performance
Lending a hand in my community
Melissa is very community-minded and enjoys giving back to the people around her. Melissa is a board member for Feeding America Tampa Bay and takes an active role in fundraising for the food bank, in order to end hunger in our community. She is also a member and supporter of The United Way of Tampa Bay Women's Leadership.
In addition as part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Additional Community Involvement
Feeding America, Tampa Bay, Board of Directors, (Past Chairman of the Board) 2004 to present; The United Way of Tampa Bay, Women's Leadership; Straz Center Professional Advisory Council on Planned Giving; 2010 Community Service Award, Most Exceptional Volunteer; Community Foundation of Tampa Bay; The Spring of Tampa Bay, Board of Trustees, 1994 to 2004