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Shirl D

Series 63, Series 65

Metairie, LA

VOYA Financial Advisors, Inc.

Shirl Darce is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Voya Financial Advisors since 2016. Outside of her advisory role, she is involved as a member and owner of Property Solutions Plus, LLC, and works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to deliver a mix of discretionary and non-discretionary investment solutions.

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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Maria K

Series 63, Series 66

Metairie, LA

VOYA Financial Advisors, Inc.

Maria Kyriakides is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Bank of America, Merrill, and Olympic Insurance Underwriters Inc. She is also an independent insurance agent selling life, health, and disability insurance. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to deliver a range of investment programs, primarily managed on a non-discretionary basis.

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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Kenneth T

Series 63, Series 65

Metairie, LA

VOYA Financial Advisors, Inc.

Kenneth Trahan is a financial advisor at VOYA Financial Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2014. In addition to his advisory role, he is an independent insurance agent specializing in the sales of fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and external strategists, and technology-enabled tools to deliver services primarily through non-discretionary client relationships.

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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Edward P

Series 63, Series 65

Metairie, LA

VOYA Financial Advisors, Inc.

Edward Plemons is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 registrations and nine years of industry experience. Prior to joining Voya Financial Advisors in 2017, he worked for Best Buy for 15 years. Outside of his advisory role, he works as a contract driver delivering ambulances. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan services to individuals, corporate clients, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to deliver a range of investment solutions, including both discretionary and non-discretionary account management.

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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Brandon G

Series 63, Series 65

Metairie, LA

VOYA Financial Advisors, Inc.

Brandon Goll is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously at Banc One Securities Corporation. Outside of advisory work, he is an independent insurance agent specializing in fixed insurance products and is a member of WGR, LLC, a company providing temporary rental fences. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients. The firm combines in-house and third-party strategies with technology-enabled tools to provide client-centered investment solutions, operating in both non-discretionary and discretionary capacities.

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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Tonielle G

Series 63, Series 66

Metairie, LA

VOYA Financial Advisors, Inc.

Tonielle Greenlee is a financial advisor with VOYA Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Voya Financial since 2014 and has maintained a long-term role as an independent consultant for Pampered Chef since 2008. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients through a broad network of advisers. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management services.

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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Casey S

Series 65

Metairie, LA

VOYA Financial Advisors, Inc.

Casey Stanley is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at Voya since 2015. Outside of advising, he is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a comprehensive range of financial planning and portfolio management services. The firm combines in-house and external strategies with technology-driven tools to offer primarily non-discretionary advisory solutions alongside selective discretionary management.

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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Joseph W

Series 63, Series 65

Metairie, LA

VOYA Financial Advisors, Inc.

Joseph Weiser is a financial advisor at VOYA Financial Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with VOYA Financial Advisors since 2015. Outside of his advisory role, Weiser is an independent insurance agent and also works as a delivery driver for local companies on an as-needed basis. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide a range of investment programs, including non-discretionary and limited discretionary management.

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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Howard W

Series 63, Series 65

Metairie, LA

VOYA Financial Advisors, Inc.

Howard Weiser Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2014. Outside of his advisory role, he is a member of WGR, LLC, a fence rental company, where he participates in monthly financial reviews. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product shelf.

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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Randal C

Series 66

Metairie, LA

VOYA Financial Advisors, Inc.

Randal Coker is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Hancock Whitney Bank, Cetera Investment Services, Edward Jones, and Computershare. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

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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Ronald R

Series 66

Metairie, LA

VOYA Financial Advisors, Inc.

Ronald Rodriguez is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes positions at AGIA and Valic Financial Advisors, as well as roles at Elaine P. Nunez Community College and Louisiana State University Health Sciences Center. Outside of advising, he works as an independent insurance agent specializing in fixed insurance products and serves as a consultant reviewing lease agreements for private landlords and tenants involving commercial properties. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage client portfolios through both discretionary and non-discretionary arrangements.

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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Simone B

Series 63, Series 65

Metairie, LA

VOYA Financial Advisors, Inc.

Simone Bauer is a financial advisor with Voya Financial Advisors, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She worked at Strategic Financial Concepts, LLC from 2012 to 2014 before joining Voya Financial Advisors, where she has been since 2014. In addition to her advisory role, she serves as an independent insurance agent. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology tools, and a range of affiliated and unaffiliated investment products to deliver its services, with a focus on both non-discretionary and discretionary account management.

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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