Odessa, FL Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

2

Of 1,962 advisors across 1,066 offices

Location

Odessa FL

Advisors at this office

2

Advisors at this office

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Charles M

Series 63, Series 66

Odessa, FL

Empower Advisory Group

Charles Minotto is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at several firms including Morgan Stanley, E*TRADE Securities LLC, Edward Jones, and Empower Financial Services. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

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

CFP®, Series 63, Series 66

Odessa, FL

Empower Advisory Group

Brandi Starr is a CFP® professional with 19 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Morgan Stanley and E*TRADE. Outside of her advisory role, she volunteers as a group leader for a financial freedom class at Grace Family Church, focusing on budgeting, saving, and spending goals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through proprietary and third-party planning methodologies.

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