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Matthew C
CFA®, Series 63
Atlanta, GA
Empower Advisory Group
Matthew Cain is a CFA® charterholder with 18 years of industry experience, currently serving at Empower Advisory Group in Atlanta, GA. His career includes roles at GWFS Equities, Inc. and Putnam Investments, where he has worked since 2007. Outside of his advisory work, he serves as Treasurer for a condominium association overseeing budgets for over 100 units. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.
Tamika R
Series 63, Series 66
Atlanta, GA
Empower Advisory Group
Tamika Reid is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory work, she owns and operates a balloon service business through LATICE DESIGNS, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated platforms that include point-in-time financial plans and optional managed account solutions.
Paul C
Series 66
Atlanta, GA
Empower Advisory Group
Paul Cimino is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Investment Management Services, Voya Investment Management, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Daniel K
Series 63, Series 65
Atlanta, GA
Empower Advisory Group
Daniel Kohler is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Great-West Financial and the Fund for Equality. Outside of advising, he has worked as an independent Uber driver in the Denver area. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning and manages a large participant base relative to its advisor count.
Carl M
Series 63, Series 66
Atlanta, GA
Empower Advisory Group
Carl Merritt is a financial advisor with Empower Advisory Group in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, JPMorgan Securities, and TIAA, and he co-founded Kaizen Travels LLC, a social travel club that organizes annual group trips. 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, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.
Jake S
Series 63, Series 66
Atlanta, GA
Empower Advisory Group
Jake Servas is a financial advisor with Empower Advisory Group in Atlanta, GA. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior roles include positions at Empower Financial Services, Geneos Wealth Management, and Janus Henderson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.
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