Asheville, NC Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

3

Of 1,962 advisors across 1,066 offices

Location

Asheville NC

Advisors at this office

3

Advisors at this office

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Suzanne B

Series 66, Series 63

Asheville, NC

Empower Advisory Group

Suzanne Bell is a financial advisor with Empower Advisory Group in Asheville, NC, holding Series 66 and Series 63 licenses and 15 years of industry experience. She has worked with several firms, including Independent Investment Bankers Corp and Ba Securities, LLC. Bell is also involved with SJH Synergy, LLC, an activity she has maintained for 10 years. 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 select retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its advisory 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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James S

Series 66

Asheville, NC

Empower Advisory Group

James Shand is a financial advisor at Empower Advisory Group in Asheville, NC. He holds the Series 66 designation and has been in the industry since 2026. His prior work experience includes roles at IngeniousIO, Callminer Inc, and various positions in the restaurant and catering industries. 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 certain retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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

Series 66

Asheville, NC

Empower Advisory Group

Jose Velarde Gainza is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held roles at First Horizon Bank and Northwestern Mutual, among other positions. 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 retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates.

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