Ponte Vedra, FL Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

6

Of 1,962 advisors across 1,066 offices

Location

Ponte Vedra FL

Advisors at this office

6

Advisors at this office

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Matthew R

Series 63, Series 66

Ponte Vedra, FL

Empower Advisory Group

Matthew Rumble is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Advised Assets Group, LLC, and GWFS Equities, Inc. He is based in Ponte Vedra, Florida. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing 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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Donald J

Series 63, Series 65

Ponte Vedra Beach, FL

Empower Advisory Group

Donald Jurgens is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Gwfs Equities, Inc. since 2014. Outside of his advisory role, he serves as the Board Treasurer for the Spinnakers Reach II Condo Association. 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 integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates over short-term forecasts.

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

Series 66

Ponte Vedra, FL

Empower Advisory Group

Stephanie Naylor is a financial advisor with Empower Advisory Group in Ponte Vedra, FL, holding a Series 66 designation and 17 years of industry experience. She has worked previously at Bank of America, N.A., Merrill, Advised Assets Group, LLC, and GWFS Equities, Inc. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering 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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Daniel G

Series 66

Ponte Vedra Beach, FL

Empower Advisory Group

Daniel Goddard is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 14 years of industry experience. His career includes roles 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 clients. The firm utilizes an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering 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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Gerald N

CFP®, ChFC®, Series 65, Series 66

Ponte Vedra, FL

Empower Advisory Group

Gerald Nassif is a financial advisor with Empower Advisory Group in Ponte Vedra, FL, holding CFP® and ChFC® credentials along with Series 65 and 66 licenses. He has 22 years of industry experience, including prior roles at Fidelity Investments, PricewaterhouseCoopers, and USAA Financial Advisors. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms closely tied to Empower’s recordkeeping and administrative services.

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

Series 66

Ponte Vedra, FL

Empower Advisory Group

Timothy Hoffman is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds a Series 66 designation and has worked at 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 their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long‑term portfolio returns, annual rebalancing, and clients’ savings rates within plans selected by sponsors.

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