Morrisville, NC Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

2

Of 1,976 advisors across 1,068 offices

Location

Morrisville NC

Advisors at this office

2

Advisors at this office

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Monsef O

Series 66

Morisville, NC

Empower Advisory Group

Monsef Ouchou is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and held various roles outside finance, including positions at Uber and Lyft. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates its recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing over short-term forecasts.

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

Series 66

Morrisville, NC

Empower Advisory Group

Jacob Niles is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Raleigh Capital Management and Fidelity Investments. Outside of his advisory role, he is also an insurance agent with Raleigh Wealth Solutions. 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 retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through 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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