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Donald W
Series 65, Series 66
Arlington, VA
Voya financial Advisors, Inc.
Donald Walters is a financial advisor with Voya Financial Advisors, Inc., holding Series 65 and Series 66 licenses and possessing 24 years of industry experience. He has been with Voya Financial Advisors since 2014. Walters is also the owner and president of TRIADVISE, a financial services firm specializing in fixed insurance, securities, and investment products, and he creates educational finance videos and e-courses focused on Social Security benefits. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and third-party money manager access. The firm provides advice mainly through recommendation-based, non-discretionary programs alongside wrap and retirement-advice offerings.
Craig B
Series 63, Series 65
Arlington, VA
Voya financial Advisors, Inc.
Craig Bennett is a financial advisor with Voya Financial Advisors, Inc. in Arlington, VA. He holds Series 63 and Series 65 credentials and has 12 years of industry experience, all with Voya Financial Advisors. Outside of his advisory role, he is a partner in TriAdvise, a financial services firm involved in investment management and financial planning, and he also works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides various advisory services such as financial planning, portfolio management, and consulting through multiple program structures, typically offering non-discretionary recommendations.
Karen F
Series 63, Series 65
Arlington, VA
Voya financial Advisors, Inc.
Karen Fields is a financial advisor with Voya Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she operates as an independent insurance agent, specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary relationships.
Bryant W
Series 63, Series 66
Arlington, VA
Voya financial Advisors, Inc.
Bryant Westcoat is a financial advisor with Voya Financial Advisors, Inc. in Arlington, VA, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, Westcoat is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base that includes individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing non-discretionary recommendations to clients.
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