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Philip S

Series 66

Durham, NC

Empower Advisory Group

Philip Shelton is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

CFP®, Series 66

Durham, NC

Empower Advisory Group

Tyler Mills is a CFP® professional with eight years of experience in the financial services industry. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Personal Capital Advisors Corporation, T. Rowe Price, Bank of America, and Merrill Lynch. Mills is based in Durham, NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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

Series 66

Durham, NC

Empower Advisory Group

Kennedy Taylor is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Empower Advisory Group and previously was employed by Fidelity Investments and First Citizens Bank & Trust Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

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