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Michael P

Series 63, Series 66

Rockwall, TX

Empower Advisory Group

Michael Putnam is a financial advisor with Empower Advisory Group in Rockwall, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Empower, he worked at GWFS Equities, MWA Financial Services Inc, and Modern Woodmen of America. Outside of his advisory role, he provides transportation services through Uber during non-business hours. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning tools focused on long-term portfolio returns and saving rates, with services delivered alongside Empower’s administrative and recordkeeping platforms.

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