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David N

Series 63, Series 65

Wellesley, MA

VOYA Financial Advisors, Inc.

David Nathanson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Nathanson has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services, including planning, portfolio management, wrap programs, and third-party money manager access, typically delivering non-discretionary recommendations.

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

Series 63, Series 65

Wellesley, MA

VOYA Financial Advisors, Inc.

Bruce Coughlin is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Voya in 2014, he has also served as president of Benefits Services Incorporated since 1981, a company involved in the sales and service of group employee benefits programs. In addition to his advisory role, he acts as an independent insurance agent selling fixed insurance products. Voya Financial Advisors serves a broad client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a variety of financial planning and portfolio management services through multiple program structures, focusing primarily on non-discretionary advice and a combination of advisory and broker-dealer services.

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