Stanford, CT Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

2

Of 1,962 advisors across 1,067 offices

Location

Stanford CT

Advisors at this office

2

Advisors at this office

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Julian C

Series 66

Stamford, CT

Empower Advisory Group

Julian Carnevale is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Before joining Empower, he worked at Equitable Advisors, LLC, and has involvement as co-owner of Bet Bot Sports Genie AI LLC, a business unrelated to investment services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with scalable planning and managed account solutions.

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

Series 66

Stanford, CT

Empower Advisory Group

John Mc Dermott is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including SEI Investments Management Corp 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 Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services that emphasize 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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