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Robert B

Series 65, Series 63

Ridgeland, MS

Valic Financial Advisors

Robert Browning is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has been with Valic Financial Advisors since 2015. Outside of his advisory role, Browning umpires baseball and softball games and consults on negotiating property management contracts for a real estate business. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on Envestnet’s platform.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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James S

Series 66

Ridgeland, MS

Valic Financial Advisors

James Swindell is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Ridgeland, MS, and has 19 years of industry experience. He has worked at Valic Financial Advisors since 2008 and also holds a position as an agent at Agia. Outside of his advisory role, he serves as an elder on the governance committee at Madison Heights Church, where he helps oversee staffing, building projects, and church governance. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Daniel B

Series 66

Ridgeland, MS

Valic Financial Advisors

Daniel Biggers is a Series 66-credentialed advisor with Valic Financial Advisors, where he has worked since 2014. He has 12 years of industry experience and also holds a position as an agent at Agia, focusing on non-securities insurance products. Additionally, he serves as a board member of the Harper Lake Home Owner Association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Ryan G

CFP®, Series 63, Series 66

Ridgeland, MS

Valic Financial Advisors

Ryan Grassel is a CFP® with six years of experience in financial advising. He is currently with Valic Financial Advisors and has previously worked at Jackson National Life Distributors LLC and AGIA. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and centralized technology to manage assets at scale.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jennifer L

Series 66

Ridgeland, MS

Valic Financial Advisors

Jennifer Ladner is a financial advisor with Valic Financial Advisors in Ridgeland, MS, holding a Series 66 designation and six years of industry experience. She has worked previously at First Financial Capital Corp and Blue Cross Blue Shield of Louisiana. Outside of her advisory role, she serves as an agent for AGIA, selling non-securities insurance products, and acts as registered agent for South Mississippi Promotional Group, LLC, a marketing company managing promotional agreements between businesses and athletes. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models with optional tax and ESG overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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James V

Series 66

Ridgeland, MS

Valic Financial Advisors

James Vance is a financial advisor with Valic Financial Advisors in Ridgeland, MS. He holds the Series 66 designation and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at Spectrum Sports and held academic positions at Mississippi College and East Central Community College. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jane M

Series 66

Ridgeland, MS

Valic Financial Advisors

Jane Mapp is a financial advisor with Valic Financial Advisors in Ridgeland, MS, holding a Series 66 designation and five years of industry experience. Her prior work includes over two decades with the State of Mississippi Office of Attorney General and a current role at Agia. She serves as a voting member of the finance committee at Saint Mark’s United Methodist Church. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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