Cyndie Powell
Program Manager, First Scotia Wealth Management/INFINEX Financial Consultant
Cyndie has been serving investors since 1986. Through consultation and extensive research, she will work with you to allocate and diversify your investments. We will work together to help prepare for your children's education, your retirement and your legacy. A relationship with an advisor with tenured experience and with your goals and objectives in mind, we can help you plan prudently for your family's future. With up-to-date technology and superior client service, Cyndie helps clients to navigate the challenges of staying on track with their investment plan. Communication is of utmost importance, and we strive to help clients understand the ever-changing financial landscape, so that they are able to better make sound and wise financial decisions. Cyndie has built her career on one simple belief: getting to know clients in-depth to better understand their needs and goals. In doing so, she has developed long-term client relationships, sometimes through several generations, and is better able to guide them on a path to achieve their financial goals.
Cyndie has been providing financial advice to clients in her current location since March of 1991. Before that, she worked with clients in a bank brokerage setting, having attained her licensing in December of 1986. Cyndie’s previous experience includes a banking background with Northeast Savings Bank since 1980, including positions from Bank Teller, Teller Supervisor, Customer Service Rep to Regional Retirement Plan Specialist. Her banking background has helped to identify client needs and find solutions regarding their financial matters.
Cyndie thinks of her clients like family members and strives to help them understand a complicated economic landscape to make the best decisions for their financial futures.
Cyndie has been happily married to her husband, Tim for over 25 years. They live in Schuylerville with their Border Collie, Beau, who is the center of their lives. Cyndie is an active member of BNI Electric City Connectors referral group and Schenectady Business & Professional Women’s Club, Inc., where she has served in several board positions.
Investment and insurance products and services offered through Osaic Institutions, Inc.
Member FINRA/SIPC.
First Scotia Wealth Management is a trade name of 1st National Bank of Scotia.
Osaic Institutions and 1st National Bank of Scotia are not affiliated.
