Palm Coast, FL Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

3

Of 1,962 advisors across 1,066 offices

Location

Palm Coast FL

Advisors at this office

3

Advisors at this office

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Harold L

Series 63, Series 66

Palm Coast, FL

Empower Advisory Group

Harold Lewis is a financial advisor with Empower Advisory Group in Palm Coast, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Citigroup and Fidelity Brokerage Services. Outside of finance, he engages in livestreaming focused on true crime and paranormal topics. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers financial planning and investment management through an integrated model aligned with 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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Olivia S

Series 66

Palm Coast, FL

Empower Advisory Group

Olivia Smith is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds a Series 66 designation and has worked previously at GWFS Equities, 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 certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its advisory services with 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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Paula C

Series 63, Series 66

Palm Coast, FL

Empower Advisory Group

Paula Ciotti is a financial advisor with Empower Advisory Group in Palm Coast, FL, holding Series 63 and Series 66 registrations and 17 years of industry experience. Her prior work includes roles at Signet Jewelers, Santander Bank and Securities, Jeffrey Photiades, Northwestern Mutual Investment Services, Durham Hannaford, and Morgan Stanley Private Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s administrative platforms. The firm emphasizes 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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