Jacqueline L. Powell CFP®
Jackie L. Powell, CFP®, has more than 40 years of experience in the financial services industry. She works with individuals and families in the Carlisle, PA area, focusing on supporting clients through life transitions and long-term financial planning needs.
She previously built and owned her own firm before joining Alliance Financial in 2020 through a merger. Throughout her career, she has worked with hundreds of clients and brings a thoughtful, experienced approach to her work.
Jackie maintains Series 7, 24, 63, and 65 securities registrations, as well as life and health insurance licenses. She is a Registered Representative and Investment Advisor Representative of LPL Financial.
Professional Designations
Jackie holds professional designations and licenses reflecting extensive education and experience in financial planning and investment services:
- CERTIFIED FINANCIAL PLANNER™ professional
The CFP® designation includes education, examination, and ethical requirements covering areas such as retirement planning, investments, and long-term financial strategy.
Community
Jackie has held numerous leadership roles throughout her career, including past president of the Central Pennsylvania Association of Women Executives, the Cumberland County Estate Planning Council, and the Financial Planning Association of Central Pennsylvania. She has served on the boards of the Carlisle Area Chamber of Commerce, the YWCA of Carlisle & Cumberland County, Leadership Cumberland, and the Carlisle Industrial Development Corporation, and previously served as board chair of Partnership for Better Health.
She is currently chair of the CommunityAid Foundation Board and a member of the CommunityAid Board. She also serves on the Board of Trustees for the YWCA of Carlisle and Cumberland County and contributes to the finance committee of Domestic Violence Services of Cumberland and Perry Counties. Throughout her career, she has mentored students and supported internship opportunities with Shippensburg University and Dickinson College.
Jackie was also the first president of the Carlisle Area Pickleball Association, helping to establish the nonprofit and develop dedicated courts in the Carlisle area. Background A native of Nebraska, Jackie earned her undergraduate degree in Liberal Arts from the University of Nebraska. Jackie has been recognized for her professional achievements and leadership through several honors.
In her spare time, Jackie enjoys traveling with her family, golfing, and playing pickleball.
