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Paul Jackson Pannell IV

Advisor at Empower Advisory Group — Middleburg, FL

Updated today

Credentials

Series 63, Series 66

Experience

3 years

Location

Middleburg, FL

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

1,980

Across 1,068 offices

Clients per advisor

148 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Paul Pannell IV is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments and New York Life, as well as work in audio-video security and engineering staffing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and selected retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model linked to Empower’s administrative platforms.

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

Middleburg, FL

Middleburg FL

Advisors at this office

2

Most active in

Florida

Work history

3 years of industry experience

Empower Advisory Group

2025 - Present • 1 year

Greenwood Village, CO

Empower Financial Services, inc

2025 - Present • 1 year

Greenwood Village, CO

New York Life

2025 - 2025 • 1 year

Jacksonville, FL

UnEmployed

2024 - 2025 • 1 year

Jacksonville, FL

FIdelity Investments

2021 - 2024 • 3 years

Jacksonville, FL

Alpha Dog Audio Video Security

2019 - 2021 • 2 years

Saint Augustine, FL

Enteege Engineering Staffing

2019 - 2019 • 1 year

Jacksonville, FL

Infinite Design LLC

2015 - 2019 • 4 years

Elkton, FL

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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Loyd P

Series 65

Fleming Isle, FL

Section Integrity Wealth Management

Loyd Pyle is a financial advisor at Section Integrity Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for CSX Transportation for 13 years. Section Integrity Wealth Management serves individual clients, including high-net-worth individuals, offering comprehensive wealth management and financial planning with a focus on diversified, tax-aware portfolios. The firm provides discretionary account management, retirement and Social Security planning, and educational seminars, maintaining a small client roster with individually handled accounts.

Retirement income strategy Income planning Medicare planning College savings (529s, UTMA, etc.) General tax planning
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David C

Series 63, Series 65

Fleming Island, FL

Advanced Financial Analysis, LLC

David Croney is the sole advisor at Advanced Financial Analysis, LLC, an independent firm based in Fleming Island, FL. He holds Series 63 and 65 licenses and has 18 years of industry experience. In addition to his advisory work, he prepares taxes under the name Tax Taxi and operates as an independent insurance agent. Advanced Financial Analysis, LLC provides personalized financial planning and investment management primarily to individual clients through a consultative, non-discretionary approach. The firm integrates written investment policies with fundamental, technical, and cyclical analysis, and occasionally offers insurance products as part of its services.

General retirement planning General tax planning
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Jason F

Series 63, Series 65

Jacksonville, FL

French Capital Management, LLC

Jason French is the principal of French Capital Management, LLC, with 9 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he serves as president of the Mandarin Republican Club. French Capital Management provides discretionary and non-discretionary investment management, consulting, and financial planning to institutional and retail clients worldwide. The firm emphasizes asset allocation and diversified, long-term portfolios, and offers specialized pension consulting services, including acting as an ERISA fiduciary.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Cory S

CFP®, CFA®, Series 63, Series 66

Fleming Island, FL

Black Creek Wealth Management, LLC

Cory Shrader is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Black Creek Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Madden Advisory Services, TD Ameritrade, Camarda Wealth Group, Strategic Advisers, and Fidelity Investments. Black Creek Wealth Management serves individual and high-net-worth clients with investment management, financial planning, and pension consulting. The firm employs a combination of technical, quantitative, and fundamental investment methods, including option strategies and market-timing approaches, and offers both discretionary management and active trading programs with performance-based fees.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Executive Founder/Business Owner
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Undre G

Series 65

Fleming Island, FL

Obsidian Wisdom

Undre Griggs is a financial advisor at Obsidian Wisdom with five years of industry experience. He holds a Series 65 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, Griggs is an economics teacher at Fleming Island High School. Obsidian Wisdom serves individual and business clients by providing customized financial planning, investment consultation, and portfolio management. The firm employs a primarily passive investment approach with diversification, low costs, and tax efficiency, while also offering active strategies and portfolio management for institutional clients.

Cash flow / budgeting Debt management Charitable giving & philanthropy Retirement income strategy
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Michael L

CFP®, ChFC®, Series 63, Series 65

Jacksonville, FL

Lawrence Financial Services

Michael Lawrence is a CFP® and ChFC® with 45 years of industry experience. He is affiliated with LPL Financial and has operated Lawrence Financial Services, Inc., a registered investment advisor, since 1993. Lawrence also has a longstanding relationship with Linsco/Private Ledger Corp. outside of his work at LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that develops model portfolios and investment strategies tailored to client needs.

Annuities Options & derivatives strategies General tax planning
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