Richmond, VA 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
Reynolds Office Building, 6641 West Broad Street, Suite G 106
Richmond VA 23230
Advisors at this office
3
Advisors at this office
Alfredo C
ChFC®, Series 63
Richmond, VA
VOYA Financial Advisors, Inc.
Alfredo Calvo is a ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2019 and previously spent 20 years at Great West Life & Ann Ins Co/Gwfs Equities Inc. In addition to his advisory work, he participates voluntarily in consumer opinion surveys. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides various investment and planning services through multiple program structures, often delivering non-discretionary recommendations requiring client approval.
Steven M
Series 63, Series 65
Richmond, VA
VOYA Financial Advisors, Inc.
Steven Mcgregor is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at ICMA Retirement Corporation for 10 years before joining Voya in 2024. Voya Financial Advisors serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer registrations.
Homer S
Series 63, Series 65
Richmond, VA
VOYA Financial Advisors, Inc.
Homer Stinson Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at ICMA-RC Services, LLC and First Command Advisory Services, Inc. VOYA Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services through various program structures, focusing primarily on non-discretionary, recommendation-based client relationships.
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