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Crowyns T
Series 65
Tallahassee, FL
Valic Financial Advisors
Crowyns Thervil is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding a Series 65 credential and 20 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. 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 for portfolio construction.
Thomas D
Series 63, Series 65
Tallahassee, FL
Valic Financial Advisors
Thomas Dennig is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served on the board of the Holy Comforter School since 2019 and is involved in several community organizations, including the Leon High School Foundation and the Leon High Lacrosse Athletic Boosters, where he holds the position of board president. Recently, he joined the finance committee of the local Young Life chapter. 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 and supporting a broad range of investment options.
Monique K
Series 65
Tallahassee, FL
Valic Financial Advisors
Monique Kabitzke is a Series 65 licensed financial advisor with Valic Financial Advisors in Tallahassee, FL, bringing 11 years of industry experience. She has been with Valic Financial Advisors since 2016 and previously worked at Pruco Securities LLC. In addition to her advisory role, she is an agent for Agia, focusing on non-securities insurance products. 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 discretionary unified managed accounts through a large network of advisors and emphasizes a technology-driven, model-based investment approach.
Michele S
Series 65, Series 63
Tallahassee, FL
Valic Financial Advisors
Michele Smith is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Donahue Nonprofit Solutions. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes technology-driven unified managed accounts and overlay services.
Nathan S
Series 63, Series 65
Tallahassee, FL
Valic Financial Advisors
Nathan Simmons is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at American Funds and Capital Client Group, Inc. He has been with Valic Financial Advisors since 2026. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 and financial planning services, utilizing a large network of advisors and centralized technology solutions with discretionary unified managed accounts through Envestnet’s platform.
Thomas D
Series 63, Series 65
Tallahassee, FL
Valic Financial Advisors
Thomas Davis is a financial advisor at VALIC Financial Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with VALIC Financial Advisors since 1998. Additionally, he is an agent for non-securities insurance products at Agia. 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.
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