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Ronald L

Series 63, Series 65

Charlotte, NC

Voya financial Advisors, Inc.

Ronald Lindquist Jr. is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Voya Financial Advisors since 2014. In addition to his advisory role, he works as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, delivering advice primarily through non-discretionary recommendation-based relationships across multiple program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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John M

Series 63

Charlotte, NC

Voya financial Advisors, Inc.

John Morrill Jr. is a financial advisor with Voya Financial Advisors, Inc. in Charlotte, NC, holding a Series 63 designation and over 34 years of industry experience. He has been with Voya Financial Advisors since 2014 and concurrently holds roles with Great American Life Insurance Co and TDA Associates, Inc., the latter of which he owns and serves as president. Morrill also operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and access to third-party money managers, offering primarily non-discretionary advice across multiple program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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