Tax Minimization & Wealth Management
Arrow Advisory is focused on progressively solving our client’s financial promises though a holistic approach. Emerging from an accounting and tax based practice in the 1990s, Arrow’s mission is to provide personalized advice to bridge the void of unifying tax planning and preparation with all other areas of the financial choices our clients face.
This approach allows our clients the comfort of knowledgable oversight to their planning integrated at every phase of development and execution of their own arrow in life!
J. Scott Powell, CPA, PFS
Founder and Managing Financial Advisor
Born in Texas into a military family, moving a few times prior to the age of three, Scott is a South Carolina native. After graduating from Brookland-Cayce high school in 1985, Scott attended the College of Charleston. He graduated with a Bachelor of Science in Business Administration with an accounting emphasis in 1990. During college he worked at a local bank which began a career focused on wealth building. He worked after college with a regional CPA firm rising to audit manager in five years. In 1996, hearing the calling of his spirit to help small business owners, he formed his own CPA firm in North Charleston. By 2001, with the obtainment of series 7 and 66 securities licensees as well as life and health insurance licensing, the morphing of his career path had found its focus – minimizing taxes and managing all phases of wealth management. Over time with on hand experience and rigorous intellectual curiosity driving the continuous development of his skillset and vision, Arrow Advisory was born. He affiliated with 1st Global Capital Corp of Dallas, Texas because their resource platform is a CPA focused model that understands the integration of tax planning into wealth management. He also owns an accounting business; Outsource Financial which is managed by a long-time friend, but serves as its managing partner. His primary daily focus is with the clients of Arrow Advisory as its services are his true passion.
Financial Services Coordinator
Kellie ensures that our clients receive the best possible service. She will book appointments for you and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query.
Kellie grew up near Chattanooga, Tennessee. She graduated from the University of Tennessee in 1989 with a BA in Communications. From there, she went on to attend Clemson University’s graduate school, where she received a master’s degree in English.
After eight years in property management, Kellie changed career fields and took a job as office manager for a large national insurance company and worked there for five years before coming to work with Arrow Advisory in 2005. Shortly thereafter, she received her Series 7 and 66 licenses, along with the title of Financial Advisor. She works to implement the financial solutions required by our client’s plans.
Tom has been working with Arrow Advisory as a tax specialist since 2000. While born in Germany he has been in the US since early childhood and educated in North Carolina schools. He attended Gaston Community College with emphasis on taxation and accounting. In 1977 he moved to Charleston and has worked extensively in the tax preparation industry in the Charleston community since that time.