About Us

Stephen "Steve" Powell

Financial Advisor
Phone: (757) 461-2210 ext. 4167
Fax: (888) 533-5506

Steve Powell has over 27 years of experience in financial planning, wealth management, estate planning and executive benefits.  Capital Financial Group was founded by Steve in 1991.  Since 2005, he has been associated with Equitable Advisors, when MONY was bought by Equitable Group.

The focus of Steve’s practice is wealth management strategies and business succession planning.  He works extensively with physicians and surgeons across the country.

Steve’s accomplishments in his field are numerous.  He has been awarded the Chartered Financial Consultant designation by the American College, a certificate in retirement planning from the Wharton School of Business and a certificate in Portfolio Analytics from the Advest Institute at Harvard.  He is a member of the Hall of Fame of Equitable Advisors.  He completed is undergraduate degree at The George Washington University.

Long active in the community, Steve has served on the board of Catholic Charities of Eastern Virginia Foundation and  St. Anne’s Senior Service.  His involvement in youth soccer has ranged from coaching and involvement with youth league management.

Steve and his wife, Paula, live in Norfolk with their three daughters—Meagan, Kendal and Caitlin.

When not otherwise engaged, Steve likes outdoor activities, travel and sampling wine.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

California Insurance License #: 0E64585

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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