Bradenton, FL Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

2

Of 1,962 advisors across 1,068 offices

Location

Bradenton FL

Advisors at this office

2

Advisors at this office

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David H

Series 63, Series 66

Bradenton, FL

Empower Advisory Group

David Haertel is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab, Fisher Investments, and Fidelity. Outside of his advisory role, he serves as president of the Miss Manatee Softball League, where he oversees operations and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model tied to Empower’s administrative platforms.

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

Series 66

Bradenton, FL

Empower Advisory Group

Morgan Furey is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation. Prior to joining Empower, he was associated with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2024 to 2026. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both 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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