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Justin Joseph Davis

Advisor at Empower Advisory Group — Center Rutland, VT

Updated today

Credentials

Series 63, Series 66

Experience

3 years

Location

Center Rutland, VT

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

2,004

Across 1,082 offices

Clients per advisor

146 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Justin Davis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at M&T Bank, Bank of America, and as a self-employed professional. Outside of advising, he is involved with the Precision Cheer Allstars Booster Club as a board member, helping with its formation and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through single “point-in-time” financial plans and optional managed accounts.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

See office

Center Rutland, VT

Center Rutland VT

Advisors at this office

1

Most active in

Vermont

Work history

3 years of industry experience

Empower Financial Services, inc

2023 - Present • 3 years

Greenwood Village, CO

M&T Bank

2022 - 2023 • 1 year

Rutland, VT

Bank of America

2019 - 2022 • 3 years

Hanover, NH

Self-Employed

2015 - 2019 • 4 years

Rutland, VT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy R

Series 66

Killington, VT

Alpenglow Advisors LLC

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Tax-loss harvesting
user avatar

Steven M

Series 66

Rutland, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, and Heritage Family Credit Union. He serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he oversees policy and financial reviews. Greenhill Financial Partners advises individuals, families, and select business clients with a planning-driven investment approach that includes asset allocation, model portfolios, and unified managed accounts. The firm offers diverse service paths, including divorce financial planning and short, educational client engagements.

Divorce financial planning Annuities General retirement planning
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Dominic S

Series 66

Rutland, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Vermont State Employees Credit Union, and Edward Jones. Outside of his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners serves individuals and families, including trusts, estates, and retirement accounts, offering financial planning, investment management, and divorce financial planning. The firm employs a planning-driven investment approach with asset allocation, diversification, and model portfolios, and provides distinct service paths ranging from introductory consultations to ongoing comprehensive planning.

Divorce financial planning Annuities General retirement planning
user avatar

Thomas P

Series 63, Series 66

Fair Haven, VT

IBN Advisory Services, Inc.

Thomas Pyle is a financial advisor at IBN Advisory Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including Advisory Group Equity Services Ltd and American National Insurance. Outside of his advisory work, he is involved in dairy farming as a minority member of Medallion Jerseys LLC and serves as treasurer of the Vermont Jersey Breeders Association. IBN Advisory Services, Inc. provides asset management and financial planning to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses both discretionary and non-discretionary portfolio management, employing internal teams and third-party managers guided by individualized investment policy statements.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Real estate investing
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Richard G

Series 63, Series 65

Killington, VT

Woodstock Wealth Management, Inc.

Richard Girgis is a financial advisor at Woodstock Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial, LLC for 22 years. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages client assets on a discretionary basis and offers a performance-based fee program alongside standard asset-based fee structures.

Founder/Business Owner
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Collin F

Series 66

Rutland, VT

International Assets Investment Management, LLC

Collin Fingon is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Outside of advisory work, Fingon is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT, and serves on the Rutland Town School Board as well as the Lake Bomoseen Preservation Trust board. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a network of independent advisers. The firm offers customized portfolio management and financial planning, often integrating third-party managers and focusing on long-term strategies using various asset classes.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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