Houston, TX Greenway Plaza Office

Team
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VOYA Financial Advisors, Inc. logo

VOYA Financial Advisors, Inc.

Enterprise

Firm-wide stats for VOYA Financial Advisors, Inc.

Total advisors

748

Across 217 offices

Clients per advisor

22 Very Low

Avg AUM per client

$236,678 Low

HNW client ratio

19% Typical

About

Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, unified managed account (UMA) and wrap programs, third‑party money manager access, and retirement-plan and IRA advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm delivers these services through a large network of investment adviser representatives and a product shelf that includes both affiliated and unaffiliated investment products.

VFA structures client relationships around investment policy statements and model allocations, combining in‑house and outside strategists, model portfolios, and technology-enabled tools—such as Morningstar-powered retirement advice and sub-advised custom indexing and tax‑loss harvesting—to implement recommendations. Many programs and accounts are managed on a non‑discretionary basis, with advisors providing recommendations and seeking client authorization for trades, while certain wrap and UMA arrangements permit limited discretionary sleeve management and rebalancing.

What is distinctive in the brochure is VFA’s dual role as an SEC-registered investment adviser and a FINRA-member broker‑dealer: the firm discloses that certain products are offered only in its broker‑dealer capacity and that some client purchases may generate commissions, and it describes product‑sponsor and share‑class selection practices (Product Partners and revenue arrangements) that create potential conflicts of interest. The brochure also highlights an uncommon asset mix among enterprise peers—approximately $3.8 billion of non‑discretionary assets versus about $69.7 million of discretionary assets as of year‑end 2025—reflecting a heavier reliance on client‑approved (non‑discretionary) relationships.

Based on VOYA Financial Advisors, Inc.

Expertise

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy

Based on VOYA Financial Advisors, Inc.

Occupation focus

Founder/Business Owner Executive Retired Self-Employed

Based on VOYA Financial Advisors, Inc.

Demographic focus

Approaching retirement Retired

Based on VOYA Financial Advisors, Inc.

Location

24 Greenway Plaza, Suite 1725

Houston TX 77046

Advisors at this office

27

Advisors at this office

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John D

Series 65, Series 63

Houston, TX

VOYA Financial Advisors, Inc.

John Dubeansky Jr. is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked at Voya Financial Advisors since 2016 and is currently president and CEO of TJD & Associates. Outside of advisory work, he serves as Sponsorship Lead and Commissioner for the Leander Youth Baseball & Softball Alliance. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and organizations. The firm combines in-house and third-party strategies, using technology-enabled tools and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

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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Melchor M

Series 66

Houston, TX

VOYA Financial Advisors, Inc.

Melchor Martinez is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Merrill, Bank of America, AXA Advisors, and Equitable Advisors. VOYA Financial Advisors, Inc. 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 strategies with 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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John G

Series 63, Series 66

Houston, TX

VOYA Financial Advisors, Inc.

John Galloway is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Voya Financial Partners, LLC, and MSI Financial Services, Inc. He is also an independent insurance agent and president of Galloway Kucera Financial, which provides financial planning and investment management services. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage mostly non-discretionary client accounts alongside discretionary wrap and unified managed account programs.

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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Julie A

Series 63, Series 65

Houston, TX

VOYA Financial Advisors, Inc.

Julie Anderson is a financial advisor with VOYA Financial Advisors, Inc. based in Houston, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and also operates Glaser Financial Services, where she provides insurance and financial services. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a large network of advisers using both affiliated and unaffiliated investment products.

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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David L

Series 63, Series 65

Houston, TX

VOYA Financial Advisors, Inc.

David Linney is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at VOYA Financial Advisors, Inc. since 2014 and previously spent six years with Voya Financial Partners, LLC. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of representatives, utilizing both affiliated and unaffiliated products and combining in-house and external strategies with technology-driven tools to implement client recommendations.

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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Tom L

Series 63, Series 65

Houston, TX

VOYA Financial Advisors, Inc.

Tom Lam is a financial advisor at VOYA Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corebridge Capital Services, Inc. and American General Life Insurance since 2025. Outside of finance, he is involved with ZenCosmic Jiu Jitsu. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement plan advisory services to individuals, institutional clients, and charitable organizations. The firm combines model portfolios, third-party managers, 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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Angela B

Series 63, Series 65

Houston, TX

VOYA Financial Advisors, Inc.

Angela Bryant is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has been with VOYA Financial Advisors since 2015. Bryant also serves as secretary for the nonprofit organization Q’ing for a Cause and operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes investment policy statements, model allocations, and a combination of in-house and external strategists to deliver a range of managed account solutions through a large network of investment adviser representatives.

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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Alan B

Series 63, Series 65

Houston, TX

VOYA Financial Advisors, Inc.

Alan Brubaker is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. In addition to his advisory role, Brubaker operates as an independent insurance agent selling fixed insurance products and serves as a notary public. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals—including high-net-worth clients—pension plans, charitable organizations, and corporations. The firm combines model portfolios, both in-house and external strategists, with technology-enabled tools, managing many accounts on a non-discretionary basis while also offering limited discretionary management through wrap and unified managed account programs.

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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Alexa T

Series 66

Houston, TX

VOYA Financial Advisors, Inc.

Alexa Tejeda is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and two years of industry experience. She has worked with Voya in various capacities since 2020 and is currently associated with Houston Financial Wealth Management LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, using both affiliated and unaffiliated investment products and a mix of 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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Jennifer K

Series 66

Houston, TX

VOYA Financial Advisors, Inc.

Jennifer Kim is a financial advisor at Voya Financial Advisors, Inc. in Houston, TX, with 11 years of industry experience. She holds the Series 66 credential and has been with Voya Financial Advisors since 2015. Outside of her advisory role, she is involved as an independent insurance agent and assists with tax preparation through a tax assistance center. Voya Financial Advisors, Inc. is an enterprise-scale firm 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 with technology-enabled tools to deliver both discretionary and non-discretionary investment management 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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Elelumhe G

Series 66

Houston, TX

VOYA Financial Advisors, Inc.

Elelumhe Garuba Hawthorne is a Series 66-registered financial advisor with 13 years of industry experience. She is currently with Voya Financial Advisors, Inc., having joined in 2025 after roles at Agia and VALIC Financial Advisors, Inc. She also works as an independent insurance agent, selling various life insurance products including whole life, variable life, indexed life, and term life policies. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of adviser representatives.

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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Tiffany C

Series 66

Houston, TX

VOYA Financial Advisors, Inc.

Tiffany Cao Sidoti is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with VOYA since 2015, following seven years at Valic Financial Advisors. Outside of her advisory work, she is involved as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, managed account programs, and retirement advisory services through a large network of advisors, using both affiliated and unaffiliated investment products.

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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Bredawn R

Series 63, Series 66

Houston, TX

VOYA Financial Advisors, Inc.

Bredawn Riley is a financial advisor with VOYA Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses, and has 19 years of industry experience. She has been with VOYA Financial Advisors since 2014 and is also the owner of Riley Financial, an independent insurance agency focused on fixed annuities and life insurance. Additionally, she serves as a board member for the Galveston Municipal Utilities District 32, overseeing water and waste control administration. 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 a diverse client base. The firm combines in-house and outside strategists with technology-enabled tools to provide both discretionary and non-discretionary investment management through a large network of advisors.

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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Jose J

Series 63, Series 66

Houston, TX

VOYA Financial Advisors, Inc.

Jose Jimenez Murat is a financial advisor with Voya Financial Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Edward Jones, Merrill, Regions Bank, Cetera Investment Services, Wells Fargo Advisor, Prudential Securities, Morgan Stanley, and UBS Financial Services. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory, and related services to individuals, pension plans, charitable organizations, and corporate clients. The firm structures client relationships around investment policy statements and model allocations, combining in-house and outside strategists with technology-enabled tools to implement recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar

Aleedra D

Series 63, Series 65

Houston, TX

VOYA Financial Advisors, Inc.

Aleedra Duncan is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Foresters Financial Services, Appreciation Financial, Horace Mann Companies, and Aflac. In addition to her advisory work, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies, offering both discretionary and non-discretionary account management through a large network of investment advisers.

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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