Raleigh, NC Office
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VOYA Financial Advisors, Inc.
Enterprise
Firm-wide stats for VOYA Financial Advisors, Inc.
About
Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors and participants, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services typical of large enterprise advisers — financial planning, portfolio management, wrap programs, third‑party money manager access, and plan‑sponsor consulting.
VFA delivers advice through multiple program structures, including Unified Managed Account wrap programs, third‑party money manager programs, and affiliated retirement‑advice offerings (VRA powered by Morningstar), and it frequently provides non‑discretionary recommendations that clients must approve before transactions are executed. The firm’s Form ADV reports the large majority of its managed assets are held in non‑discretionary arrangements, reflecting this preference for recommendation-based relationships rather than widespread discretionary management.
Distinctive features disclosed in the brochure include its dual role as both an SEC‑registered investment adviser and a broker‑dealer, the continued sale of certain products on a commission basis and the practice of making some products available only through its broker‑dealer channel. The firm also operates multiple affiliated programs and revenue‑sharing arrangements (including product partner arrangements and relationships with its clearing firm) and a proprietary cash‑sweep option, and its phone‑based Investor Center advisors are compensated differently than field IARs — structural elements the brochure identifies as potential conflicts of interest that differentiate VFA from many enterprise peers.
Based on VOYA Financial Advisors, Inc.
Expertise
Based on VOYA Financial Advisors, Inc.
Location
4600 Marriott Dr Suite 140
Raleigh NC 27612
Advisors at this office
3
Advisors at this office
Aaron H
Series 66
Raleigh, NC
VOYA Financial Advisors, Inc.
Aaron Harris is a financial advisor with VOYA Financial Advisors, Inc. in Raleigh, NC, holding a Series 66 designation and 20 years of industry experience. He has been with VOYA Financial Advisors since 2014. Harris is also involved with Providence Financial Solutions, a separate financial services business focused on insurance and investment products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, primarily emphasizing non-discretionary, recommendation-based advice.
Stephen S
Series 66
Raleigh, NC
VOYA Financial Advisors, Inc.
Stephen Selema is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and bringing 21 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he performs as a musician, earning income through live performances, digital sales, and royalties. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, often providing non-discretionary recommendations.
Stephanie B
CFP®, Series 66
Raleigh, NC
VOYA Financial Advisors, Inc.
Stephanie Burks is a CFP® professional with 11 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. in Raleigh, NC. She has been with Voya since 2016 and owns Burks Financial Management, LLC, a separate financial services business. Burks is also active as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse range of clients including individuals, institutions, and high-net-worth investors. The firm provides financial planning, portfolio management, and consulting through various program structures, often delivering non-discretionary recommendations rather than discretionary management.
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