Tina Powell

Tina Powell

Partner, Chief of Community

Intention.ly

Tina Powell is a visionary marketing executive, fintech strategist, TEDx speaker, and community builder who has spent her career helping financial services firms stay ahead of the curve. As Partner and Chief of Community at Intention.ly, she leads strategic growth initiatives for fintechs, asset managers, and RIAs—amplifying brand stories and creating measurable impact through intentional, data-informed marketing.

Prior to founding C-Suite Social Media, a digital agency acquired in 2021, Tina was a Partner at Beacon Wealth Management for nine years, where she helped guide the firm through its acquisition by Mercer Advisors. She has also taught digital marketing and strategy as an Adjunct Instructor at NYU and regularly speaks at major industry events including WealthManagement.com EDGE, MarketCounsel Summit, and others. She served as a WealthManagement.com Industry Awards judge for five consecutive years.

Tina is the creator and host of In The Suite, a popular podcast celebrating the leadership journeys of women in wealth management. Her thought leadership has been featured in InvestmentNews, FA Magazine, and WealthManagement.com. A passionate advocate and Stage 4 lung cancer thriver, Tina brings authenticity, courage, and resilience to every stage and conversation.

She holds a Master’s degree from NYU in Graphic Communications Management and Technology—where she was honored with the prestigious NYU Prism Alumni Achievement Award—and a BS in Business Management, magna cum laude, from Fairleigh Dickinson University. She recently earned the Google AI Essentials Certification, reinforcing her leadership at the intersection of marketing, technology, and financial services innovation.

Featured Sessions

Tuesday, October 28, 2025
2:10 pm

From search engines to answer engines, the way prospects discover and evaluate advisors is changing fast. This session will dive into how AI tools are reshaping the client journey—and how advisors and firms can harness them for smarter marketing. Learn how to integrate AI-powered tools to enhance personalization, streamline lead nurturing, and optimize both SEO and AEO (Answer Engine Optimization) strategies. You’ll leave with practical ideas to engage prospects and grow more efficiently—without losing the human touch that clients still crave.