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Justin Davis

Advisor at Empower Advisory Group

Updated today
Empower Advisory Group logo

Firm

Empower Advisory Group

Location

Center Rutland, VT

Credentials

Series 63, Series 66

Industry experience

3 years

Work history

Empower Financial Services, inc

2023 - Present (3 years)

M&T Bank

2022 - 2023 (1 year)

Bank of America

2019 - 2022 (3 years)

Self-Employed

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Shawn H

Series 63, Series 66

Fair Haven, VT

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Inheritance planning Wealth management Founder/Business Owner

Reed W

Series 66

Rutland, VT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner

Ken F

Series 63, Series 66

Mount Holly, VT

Merrill

Ken Fukushima is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1985, he has specialized in providing goal-driven wealth management, retirement income planning, and behavioral counseling for a select group of individuals and families, including senior executives, self-employed professionals, and retirees. He works with clients to create personalized wealth management strategies that address education planning, family wealth management, legacy planning, personal retirement planning, tax minimization, and retirement income. Ken’s approach to wealth management emphasizes a holistic view of each client’s financial picture, utilizing a goal-driven, planning-based process combined with an investment discipline designed to balance confidence in goals with risk management. He is supported by a team of Merrill specialists and the capabilities of a global financial services leader, enabling him to offer customized strategies and solutions tailored to clients’ needs. Ken holds a Bachelor’s degree from Rutgers and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Ken participates actively in community organizations such as Ridge Youth Sports and Grace Lutheran Church. His personal interests include basketball, football, hiking, running, skiing, spending time with family, and traveling.

Wealth management Retirement income strategy Income planning General retirement planning Self-Employed Retired

Jeremy C

Series 66

Rutland, VT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner

Justin P

Series 66

Rutland, VT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner

Zerihune F

CFP®, Series 66

Rutland, VT

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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