Ooltewah, TN Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

2

Of 1,962 advisors across 1,066 offices

Location

Ooltewah TN

Advisors at this office

2

Advisors at this office

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Jeffrey F

Series 66

Ooltewah, TN

Empower Advisory Group

Jeffrey Flowers is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 22 years of industry experience. His work history includes roles at Gwfs Equities, Inc., FTB Advisors, Inc., and LPL Financial. 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 uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both single “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.)

Trey N

Series 66

Ooltewah, TN

Empower Advisory Group

Trey Norris is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Empower Advisory Group and previously worked at Edward Jones and Thrivent Financial. 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 approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms connected to Empower’s recordkeeping and administrative services.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Wealth management Religious/faith focused Values-based investing
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