Vero Beach, 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

Vero Beach FL

Advisors at this office

3

Advisors at this office

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Carlo C

Series 63, Series 66

Vero Beach, FL

Empower Advisory Group

Carlo Corvaja is a financial advisor with Empower Advisory Group in Vero Beach, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo, New York Life Insurance Company, and Planner Securities. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and supports a large participant base with a higher client-to-advisor ratio.

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

Series 63, Series 65

Vero Beach, FL

Empower Advisory Group

Anthony Rinella is a financial advisor with Empower Advisory Group in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo, Morgan Stanley, JP Morgan Chase, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver both 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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Tao C

Series 63, Series 66

Vero Beach, FL

Empower Advisory Group

Tao Chin is a financial advisor with Empower Advisory Group in Vero Beach, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with VOYA Financial Advisors since 2014. Outside of advising, he is one of three partners forming a limited liability company to purchase real estate investment property. 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 services closely 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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