Wexford, PA Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

3

Of 1,962 advisors across 1,068 offices

Location

Wexford PA

Advisors at this office

3

Advisors at this office

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Richard S

Series 65, Series 63

Wexford, PA

Empower Advisory Group

Richard Scotti is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Ameriprise, Stewart Capital Advisors, S & T Bank, Hefren Tillotson, and PNC Bank. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus 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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Brian J

Series 65, Series 63

Wexford, PA

Empower Advisory Group

Brian Johns is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Robert Baird & Co., Hefren-Tillotson, and AIG Retirement Services. 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 services are integrated with Empower’s recordkeeping and administrative platforms, delivering 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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Sheila G

Series 63, Series 65

Wexford, PA

Empower Advisory Group

Sheila Guzzy is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Advised Assets Group, GWFS Equities, Hewitt Financial Services, and Aon Hewitt Financial Advisors. Outside of finance, she participates as a movie extra through the Nancy Moser Casting Agency. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning approach.

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