Tallahassee, FL Office

Team
Updated today
Valic Financial Advisors logo

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

825 Thomasville Road

Tallahassee FL 32303

Advisors at this office

6

Advisors at this office

user avatar

Crowyns T

Series 65

Tallahassee, FL

Valic Financial Advisors

Crowyns Thervil is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding a Series 65 credential and 20 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and concurrently serves as an agent with Agia, focusing on non-securities insurance products. 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

Thomas D

Series 63, Series 65

Tallahassee, FL

Valic Financial Advisors

Thomas Dennig is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served on the board of the Holy Comforter School since 2019 and is involved in several community organizations, including the Leon High School Foundation and the Leon High Lacrosse Athletic Boosters, where he holds the position of board president. Recently, he joined the finance committee of the local Young Life chapter. 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 and supporting a broad range of investment options.

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

Monique K

Series 65

Tallahassee, FL

Valic Financial Advisors

Monique Kabitzke is a Series 65 licensed financial advisor with Valic Financial Advisors in Tallahassee, FL, bringing 11 years of industry experience. She has been with Valic Financial Advisors since 2016 and previously worked at Pruco Securities LLC. In addition to her advisory role, she is an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors 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 discretionary unified managed accounts through a large network of advisors and emphasizes a technology-driven, model-based investment approach.

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

Michele S

Series 65, Series 63

Tallahassee, FL

Valic Financial Advisors

Michele Smith is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Donahue Nonprofit Solutions. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes technology-driven unified managed accounts and overlay services.

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

Nathan S

Series 63, Series 65

Tallahassee, FL

Valic Financial Advisors

Nathan Simmons is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at American Funds and Capital Client Group, Inc. He has been with Valic Financial Advisors since 2026. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 and financial planning services, utilizing a large network of advisors and centralized technology solutions with discretionary unified managed accounts through Envestnet’s platform.

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

Thomas D

Series 63, Series 65

Tallahassee, FL

Valic Financial Advisors

Thomas Davis is a financial advisor at VALIC Financial Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with VALIC Financial Advisors since 1998. Additionally, he is an agent for non-securities insurance products at Agia. 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-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
View complete list of advisors at this office
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