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Scott W

Series 63, Series 66

Grimes, IA

VOYA Financial Advisors, Inc.

Scott Whitten is a financial advisor at Voya Financial Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Peak Brokerages Services LLC and B. Riley Wealth Advisors, Inc. Before joining Voya in 2024, he spent nine years at Peak Brokerages Services LLC. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to provide a combination of in-house and third-party investment strategies, serving both discretionary and non-discretionary client accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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