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Carla L
Series 63, Series 66
Bronx, NY
Empower Advisory Group
Carla Lanza is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including J.P. Morgan Securities 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 Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.
Owen A
Series 63, Series 65
Bronx, NY
Empower Advisory Group
Owen Ashley is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Investment Management Services LLC and New York Life Insurance Company. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services and manages a large participant base relative to its advisor headcount.
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