Macon, GA Plantation Centre Drive Office

Team
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Valic Financial Advisors

Enterprise

Firm-wide stats for Valic Financial Advisors

Total advisors

1,258

Across 278 offices

Clients per advisor

233 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

About

VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and a FINRA-member broker‑dealer that serves primarily U.S. individuals — including high net worth and ultra‑high net worth clients — as well as employer‑sponsored retirement participants. The firm offers multiple wrap programs (including the MIP UMA Program), portfolio management, and financial planning and consulting services through a large network of investment advisor representatives.

The firm implements discretionary unified managed accounts using Envestnet’s platform and third‑party UMA model managers, and it offers optional Overlay Services (tax‑aware and impact/ESG overlays) for taxable equity sleeves. IARs work with clients on risk questionnaires, proposals, and a Statement of Investment Selection to establish guidelines, and they must meet firm licensing and training requirements while operating within the firm’s supervisory framework.

Compared with many peers, VFA operates at scale — managing roughly $29.2 billion and serving close to 300,000 clients through more than 1,200 advisors — which corresponds to an unusually high client count per advisor and a heavier reliance on centralized technology and model solutions. The firm’s combined adviser and broker‑dealer structure, its affiliation with Corebridge/VALIC (including access to annuity and mutual fund products), and the regulatory disclosures and settlements noted in its brochure are further distinguishing features that affect its product shelf, compensation dynamics, and oversight practices.

Based on Valic Financial Advisors

Expertise

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Based on Valic Financial Advisors

Location

125 Plantation Centre Drive, Suite 200

Macon GA 31210

Advisors at this office

10

Advisors at this office

user avatar

Peyton S

Series 66

Macon, GA

Valic Financial Advisors

Peyton Smith is a financial advisor at Valic Financial Advisors with two years of industry experience and holds a Series 66 designation. Prior to joining Valic, he worked at Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory role, Smith plays guitar professionally in the Mike Kinnebrew Band and performs at Vineville Methodist Church. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts supported by a large network of advisors and technology-driven model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Jason S

Series 63, Series 66

Macon, GA

Valic Financial Advisors

Jason Shearer is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Agia, Primerica Advisors, and Guardian Life Insurance Co. Outside of his advisory work, he is a partner in an aquaponics farm that sells produce primarily to local restaurants and serves as a board member for a nonprofit foundation. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Richard P

Series 63, Series 65, Series 66

Macon, GA

Valic Financial Advisors

Richard Pearson is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Agia. He serves as a deacon and treasurer at First Presbyterian Church and is also commissioned as a notary. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Ben M

Series 63, Series 65

Macon, GA

Valic Financial Advisors

Ben Merchant is a financial advisor at Valic Financial Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Valic Financial Advisors since 2012. Additionally, he is an insurance agent with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing Envestnet’s platform and third-party model managers to deliver discretionary unified managed accounts.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Thomas S

Series 63, Series 66

Macon, GA

Valic Financial Advisors

Thomas Smith IV is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His prior work includes roles at Ameriprise and Agia. Outside of his advisory role, he serves on committees related to audio and visual ministry and church governance and directs wedding events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large advisor network, leveraging centralized technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Cecil S

Series 63, Series 66

Macon, GA

Valic Financial Advisors

Cecil Skinner Jr. is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Valic Financial Advisors since 2008 and is also affiliated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Clifford S

Series 63, Series 65

Macon, GA

Valic Financial Advisors

Clifford Stewart is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent for Agia. Outside of his advisory work, he manages timber tree farms, including sole ownership of a pine tree farm and co-ownership of a 350-acre managed timber tract. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base through its extensive advisor network.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Walker Y

Series 66

Macon, GA

Valic Financial Advisors

Walker Young is a financial advisor at Valic Financial Advisors in Macon, GA, holding a Series 66 designation. He has been with Valic Financial Advisors since 2025 and has prior experience working at Athens Country Club and at two universities. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Robert D

Series 63, Series 65

Macon, GA

Valic Financial Advisors

Robert Daughtry is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to his advisory role, he spent 29 years with the Houston County Board of Education. He also serves as an adjunct online instructor for lower-level college mathematics courses and is a member of the finance committee at First Baptist Church Centerville. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and oversight.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Gentry A

Series 66, Series 63

Macon, GA

Valic Financial Advisors

Gentry Arnette III is a financial advisor at Valic Financial Advisors based in Macon, GA, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Skypoint Capital Partners and Edward Waites Insurance. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and ESG overlay options.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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