Cyndie Powell

Cyndie Powell

Program Manager, First Scotia Wealth Management/INFINEX Financial Consultant

Cynthia “Cyndie” Powell oversees First Scotia’s Wealth Management Advisors, a team of dedicated professionals who strive to help clients plan all facets of their financial future, including retirement planning, college planning, comprehensive financial planning and investment advice.

Based at the Bank’s Niskayuna branch since March 1991, Cyndie enjoys treating clients like family. She uses the latest technology, as well as her experience, to help clients discover and overcome complicated financial issues.  Cyndie specializes in working with clients to protect, their wealth.  She has been helping investors in a bank setting since she was first licensed in December 1986. 

Cyndie began her career at Schenectady Savings Bank, where she rose through the ranks and ultimately held the position of regional retirement plan specialist.  Her diverse banking background enables her to work effectively with individuals, corporations and non-profit organizations.

Cyndie attended Pace University and completed her financial studies at Kaplan University, is an active member of the Schenectady Business & Professional Women’s Club, Inc., an organization devoted to advancing the status of women through advocacy, education and networking.

She and her husband reside in Schuylerville with their rescue dog, Bentley. 

 

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.Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. First Scotia Wealth Management is a trade name of the bank. INFINEX and the bank are not affiliated. Products and services made available through INFINEX are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.  First National Bank of Scotia is independent of INFINEX Investments, Inc.

 

Phone 518-370-7249
Fax 518-370-7248