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Elvis P
Series 63, Series 66
New Castle, DE
VOYA Financial Advisors, Inc.
Elvis Phillips is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His previous roles include positions at Citizens Bank, Morgan Stanley, Bank of America, and Merrill. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. 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.
Steven M
Series 66
New Castle, DE
VOYA Financial Advisors, Inc.
Steven Mercer is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 66 designation and has 18 years of industry experience. Prior to joining Voya in 2016, he worked at MSI Financial Services, Inc. and Equitable Advisors. He is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services using a combination of in-house and third-party strategies, technology tools, and a broad product shelf that includes affiliated and unaffiliated investment products.
Joshua M
Series 66
New Castle, DE
VOYA Financial Advisors, Inc.
Joshua Misso is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Voya in 2020, he worked at several firms including First Command Advisory Services and Amerilife and Health Services. Outside of advisory work, he operates A+ Vending Services and served four years in the United States Army. Voya Financial Advisors, Inc. is an enterprise-scale firm that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of advisers, utilizing a range of affiliated and unaffiliated investment products and technology-enabled tools.
Michael L
CFP®, Series 63, Series 65, Series 66
New Castle, DE
VOYA Financial Advisors, Inc.
Michael Leslie is a CFP® with 16 years of industry experience currently serving at Voya Financial Advisors, Inc. He has held positions at Guardian Life, Galvanized Financial LLC, Bank of New York Mellon, and Merrill. He is president of Galvanized Financial, an organization that presents financial concepts and education to K-8 students in the Philadelphia area. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and outside strategists with technology-enabled tools to implement primarily non-discretionary client investment strategies.
Marianne L
Series 63, Series 65
New Castle, DE
VOYA Financial Advisors, Inc.
Marianne La Rock Mc Guckin is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes more than two decades at Metropolitan Life Insurance Company and over ten years with Voya Financial Advisors. She is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individual, retirement plan, and institutional clients through a broad range of financial planning and portfolio management services. The firm combines in-house and third-party strategies with technology-enabled tools, offering both discretionary and non-discretionary account management across a large network of advisers.
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