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Kimberly Weston

Advisor at VOYA Financial Advisors, Inc. — Guys, TN

Updated today

Credentials

Series 63, Series 66

Experience

13 years

Location

Guys, TN

VOYA Financial Advisors, Inc. logo

VOYA Financial Advisors, Inc.

Enterprise

Total advisors

745

Across 220 offices

Clients per advisor

22 Very Low

Avg AUM per client

$236,678 Low

HNW client ratio

19% Typical

About

Kimberly Weston is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. Voya Financial Advisors serves a diverse range of clients, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary relationships.

Client services

Based on VOYA Financial Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on VOYA Financial Advisors, Inc.

Retirement income strategy General retirement planning Business ownership considerations

Occupation focus

Based on VOYA Financial Advisors, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning or consulting services, negotiable, up to maximum $100,000 per plan per year for plan sponsor services; seminar fees up to $500 per person

Percentage

$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%

Commissions

Available through broker-dealer services; commissions apply for certain products

Project-based

Hourly consulting fees up to $500/hour

Other

Minimum fee: Minimum account balances vary by program; Fidelity Program has a $5,000 minimum account balance; Investor Center Unified Managed Account Program generally requires minimum $1,000 depending on Strategist selected; other programs have variable minimums, negotiable under circumstances Fee-only: Financial planning or consulting fees based on flat fee or hourly basis; typical hourly rates up to $500/hour; flat fees negotiable

Location

See office

Guys, TN

Guys TN

Advisors at this office

1

Most active in

Connecticut · Florida · New York · Tennessee · Texas

Work history

13 years of industry experience

Voya Financial Advisors

2023 - Present • 3 years

Windsor, CT

Transamerica Investors Securities Corporation

2018 - 2023 • 5 years

St. Petersburg, FL

Transamerica Retirement Solutions

2018 - 2023 • 5 years

St. Petersburg, FL

FIDELITY Brokerage Services LLC

2017 - 2018 • 1 year

Jacksonville, FL

The Prudential Insurance Company of America

2016 - 2017 • 1 year

Jacksonville, FL

PRUCO Securities, LLC

2015 - 2017 • 2 years

Jacksonville, FL

Merrill

2010 - 2013 • 3 years

Jacksonville, FL

Disclosures

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

Business activities & affiliations

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Brian L

Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Brian Langley is an investment advisor with Langley Wealth Management, LLC in Corinth, MS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Allen C. Ewing & Co., American Wealth Management, Inc., and Hayden Royal, LLC. Outside of advisory work, he is involved in agricultural ventures as a limited partner in farming and cattle operations and is an organizer of an Arkansas land leasing company. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $297 million in assets using ETFs, mutual funds, stocks, bonds, covered options, and limited partnerships, combining fundamental and technical analysis within a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Zeb T

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Zeb Taylor is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments, Hayden Royal, LLC, MWA Financial Services Inc., and Modern Woodmen Of America. Outside of his advisory role, Taylor is president of the boards for both the Northeast Mississippi Community College Foundation and Crosswind Ministries. Langley Wealth Management is an SEC-registered adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets and uses a combination of fundamental and technical analysis with a long-term investment orientation, supported by continuous monitoring and formal annual reviews.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Aaron H

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Aaron Hight is a CFP® professional with eight years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. His prior roles include positions at Haire Wealth Management, LPL Financial LLC, and MML Investors Services, LLC. Outside of advising, he teaches business courses at Blue Mountain College and coaches cross-country at Northeast Mississippi Community College. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets using a combination of fundamental and technical analysis, with a focus on long-term investment strategies and continuous portfolio monitoring.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Pierce L

Series 65

Corinth, MS

Langley Wealth Management, LLC

Pierce Langley is a financial advisor at Langley Wealth Management, LLC in Corinth, MS, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Atmos Energy, Rackley Oil, and Mississippi State University. Langley Wealth Management offers wealth management, investment management, and financial planning services primarily to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $370.6 million in client assets with a long-term investment approach that combines fundamental and technical analysis across a range of securities.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Timothy C

ChFC®, Series 63

Corinth, MS

Nfsg Corporation

Timothy Campbell is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Newbridge Securities Corporation, Newbridge Financial Services Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a sales agent with Campbell & Associates, focusing on life and health insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Wealth management
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Jessica H

Series 66

Corinth, MS

Edward Jones

Jessica Hefner is a financial advisor at Edward Jones in Corinth, MS, holding a Series 66 credential. She has worked at Edward Jones since 2023 and has prior experience at several firms including Veritas HHS and Joyce, Meredith, Flitcroft & Normand. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and offers integrated services such as tax-efficient management and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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