Powell Naylor, CFP®

Director Of Client Experience at Dentist Advisors

Powell Naylor, CFP®, has gained extensive experience in the financial industry through various roles such as Director of Client Experience and Membership Product Lead at Dentist Advisors. Prior to this, Powell held positions such as Investments Intern at Deseret Mutual Benefit Administrators and Equity Research Analyst at BYU Global Financial Advisors where Powell actively managed a $1.7 million portfolio. Additionally, Powell has worked as a Financial Analyst Intern at Waddell & Reed and a Research Analyst at IndustryPro, where Powell honed their analytical skills and market research abilities. Powell Naylor is a graduate of Brigham Young University and Palo Verde High School.

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Timeline

  • Director Of Client Experience

    October 1, 2023 - present

  • Membership Operations Manager

    July, 2022

  • Planning Operations Associate

    March, 2021

  • Associate Financial Advisor

    April, 2020

  • Financial Planning Intern

    September, 2019