Jayne McGonnell
Client Relationship Manager
Jayne McGonnell brings over 25 years of financial industry experience to Powell Wealth. She previously worked at a boutique wealth management firm in a similar role, in operational roles at a broker-dealer, and as a commercial real estate lender at a large national bank. Jayne has been with Powell Wealth since 2018 and plays an integral role in the Powell Wealth team to ensure clients’ needs are met.
Jayne works closely with our clients, managing operational processes, including opening new accounts, account transfers, billing, money movement transactions, research, and analysis. By utilizing the Powell Wealth team approach, Jayne works with the advisors, coordinating internal processes to ensure all details of client plans are implemented. Jayne’s additional responsibilities include compliance and marketing.
Jayne and her husband, Jeff, live in Davidson, where they raised their three children. Jayne has participated in walks to raise funds for cancer research, volunteered in schools, and assisted her husband in organizing charity running events to raise awareness of Batten’s Disease. Originally from Pennsylvania, Jayne grew up on Lake Erie and obtained her B.A. from West Virgina University. Jayne and her family have considered the Charlotte area home for nearly 30 years.