Jacksonville, FL Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

26

Of 1,962 advisors across 1,066 offices

Location

City of Jacksonville, Employee Benefits Office, 117 W Duval Street, Suite 150

Jacksonville FL 32202

Advisors at this office

26

Advisors at this office

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Bryant M

Series 66

Jacksonville, FL

Empower Advisory Group

Bryant Marcy is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments and Northwestern Mutual. Marcy’s background also includes experience outside of finance, such as a role in hospital parking management. 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 clients. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio management with an emphasis on clients’ savings rates.

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

Series 66

Jacksonville, FL

Empower Advisory Group

Jeremy Smith is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. before joining Empower in 2024. 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 certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and annual rebalancing within an integrated model tied to 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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Christina J

Series 66, Series 65

Jacksonville, FL

Empower Advisory Group

Christina Jamieson is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Empower Retirement, Transamerica Retirement Solutions, and Diversified Investors Securities Corp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio returns and client savings rates through both point-in-time planning and managed account solutions.

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

Series 66

Jacksonville, FL

Empower Advisory Group

Andre Brown is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering services through an integrated model tied to 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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William W

CFP®, Series 63, Series 65

Jacksonville, FL

Empower Advisory Group

William Wagner is a CFP® with 27 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc, having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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

Series 66

Jacksonville, FL

Empower Advisory Group

Connor Mcleod is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Securities LLC, The Haskell Company, and Deutsche Bank USA Core Corporation. Outside of finance, he owns and operates a landscaping business, Sunstate Professional Services LLC. 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’s integrated approach combines proprietary and third-party 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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Wesley H

Series 66

Jacksonville, FL

Empower Advisory Group

Wesley Hunt is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, GWFS Equities, Inc., and Advised Assets Group, LLC. 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 certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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

Series 66

Jacksonville, FL

Empower Advisory Group

William Sanford is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, GWFS Equities, and Advised Assets Group. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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

Series 63, Series 66

Jacksonville, FL

Empower Advisory Group

Kyle Brown is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes roles at GWFS Equities, Advised Assets Group, Bank of America, and Merrill. 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 certain retail brokerage clients, operating through an integrated model linked to 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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Matthew S

Series 66

Jacksonville, FL

Empower Advisory Group

Matthew Surrency is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill for 13 years before joining Empower Advisory Group and Empower Financial Services in 2026. 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 an integrated service model tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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

Series 66

Jacksonville, FL

Empower Advisory Group

Keri Shaw is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Wells Fargo. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to 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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Jeffrey G

Series 63, Series 66

Jacksonville, FL

Empower Advisory Group

Jeffrey Giannone is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients, using an integrated model linked to 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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Sandra E

Series 66

Jacksonville, FL

Empower Advisory Group

Sandra Esquierdo is a financial advisor with Empower Advisory Group, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at GWFS Equities, Advised Assets Group, Bank of America, Merrill, and Citibank. Based in Jacksonville, FL, she has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

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

Series 66

Jacksonville, FL

Empower Advisory Group

Michael Dean is a Series 66-licensed financial advisor at Empower Advisory Group with 11 years of industry experience. He previously worked at Bank of America and Merrill, serving in advisory roles for a combined 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. 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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Miguel A

Series 63, Series 66

Jacksonville, FL

Empower Advisory Group

Miguel Arevalo Gonzalez is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Transamerica. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivered through platforms linked to Empower’s recordkeeping and administrative services.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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