Lisle, IL 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

743

Across 216 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

2525 Cabot Drive, Suite 100 R

Lisle IL 60532

Advisors at this office

8

Advisors at this office

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Anthony W

Series 65, Series 63

Lisle, IL

VOYA Financial Advisors, Inc.

Anthony Williams is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual prior to joining Voya Financial Advisors. Voya Financial Advisors, Inc. serves individual, pension, profit-sharing, charitable, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm employs investment policy statements and model allocations supported by in-house and external strategists, offering both non-discretionary and limited discretionary account management through a broad network of 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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Aaron K

CFP®, Series 66

Lisle, IL

VOYA Financial Advisors, Inc.

Aaron Kim is a CFP® with 20 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2015. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., Valic Financial Advisors, and Ameriprise. He also operates as an independent insurance agent for fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm integrates in-house and third-party strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment 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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Maureen Z

Series 63, Series 65

Lisle, IL

VOYA Financial Advisors, Inc.

Maureen Zygler is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Vipco Advisors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing model portfolios and technology-enabled tools to support mostly non-discretionary client relationships.

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

Amit K

Series 66

Lisle, IL

VOYA Financial Advisors, Inc.

Amit Kumar is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience and holds a Series 66 designation. He has taught graduate-level courses as a lecturer at Benedictine University since 2017 and serves as an adjunct instructor at Saint Xavier University. Outside of finance, he is involved in music as a musician. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes investment policy statements and model allocations supported by in-house and external strategists, delivering both 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
user avatar

Tonya C

Series 63, Series 65

Lisle, IL

VOYA Financial Advisors, Inc.

Tonya Coleman is a financial advisor with Voya Financial Advisors, Inc. in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Voya and its predecessor firms since 2014. Outside of advising, she owns a fast food seafood restaurant and works as a stylist for weddings and magazines. She also serves as Chairperson of Economic Empowerment for the National Coalition of 100 Black Women. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a wide network of advisors. The firm combines in-house and external strategists with technology tools to implement largely non-discretionary client-directed 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
user avatar

Daniel R

Series 66

Lisle, IL

VOYA Financial Advisors, Inc.

Daniel Rivers Sr. is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2003 to 2011. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a range of advisory services. The firm combines in-house and external strategies, model portfolios, and technology tools to manage both discretionary and non-discretionary accounts, operating 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
user avatar

Douglas L

Series 63, Series 66

Lisle, IL

VOYA Financial Advisors, Inc.

Douglas Lincoln is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 designations and 41 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has operated as a self-employed advisor since 1986. In addition to his advisory work, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services, utilizing a combination of in-house and external strategists and technology 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
user avatar

Rajeswaran V

Series 63, Series 65

Lisle, IL

VOYA Financial Advisors, Inc.

Rajeswaran Venkatraman is a financial advisor at VOYA Financial Advisors, Inc. with 41 years of industry experience. He has held positions at Voya Financial Partners, LLC and VOYA Financial Advisors since 2000. Outside of advisory work, he serves as treasurer for his local homeowners association. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, retirement advisory services, and access to third-party money managers through a wide network of representatives, utilizing both in-house and external investment strategies with a combination 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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