Tampa, FL Cypress Center Dr 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 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

5310 Cypress Center Dr, Suite 125

Tampa FL 33609

Advisors at this office

16

Advisors at this office

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Corey W

CFP®, Series 63, Series 65

Tampa, FL

VOYA Financial Advisors, Inc.

Corey Ward is a CFP® professional with 17 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has held roles at Impact Partnership Wealth, Market Guard, Campbell & Co. Wealth Advisors & CPAs, Grow Financial Federal Credit Union, Cuso Financial Services, and TIAA-CREF. Ward is based in Tampa, FL. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate 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 accounts, and retirement advisory services, leveraging a combination of internal and external strategists, model portfolios, and technology tools to support client investment decisions.

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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Harold A

Series 63, Series 65, Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Harold Alvarado is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Transamerica Investors Securities Corporation, New York Life Insurance Company, Prudential, E*TRADE, Wells Fargo Clearing, Merrill, and USAA Financial Planning Services. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, retirement-plan advisory, and other services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support client relationships, which are often managed on a non-discretionary basis with some discretionary management in certain accounts.

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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Javier O

Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Javier Ortiz is a financial advisor at Voya Financial Advisors, Inc. in Tampa, FL, with 9 years of industry experience. He holds the Series 66 designation and previously worked at INVEST Financial Corp for 2 years before joining Voya in 2018. Outside of his advisory work, he bartends at private parties and weddings. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a large network of advisers, utilizing both affiliated and unaffiliated investment products with a focus on non-discretionary, client-approved 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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Christopher H

Series 63, Series 65

Tampa, FL

VOYA Financial Advisors, Inc.

Christopher Holway is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at IPI Wealth Management, Belleair Asset Management, and Morgan Stanley. Outside of his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services through a large network of representatives. The firm employs investment policy statements and model allocations, leveraging both in-house and third-party strategists alongside technology tools, to deliver customized investment solutions across discretionary and non-discretionary platforms.

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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Joseph L

Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Joseph Lauro is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Truist Advisory Services, Valic Financial Advisors, and Equitable Advisors. VOYA Financial Advisors, Inc. is a large enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as institutional clients. The firm integrates in-house and external strategists, model portfolios, and technology tools to deliver a range of advisory programs, with an emphasis on client-approved, non-discretionary 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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Scott B

Series 63, Series 65

Tampa, FL

VOYA Financial Advisors, Inc.

Scott Blincoe is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Questar Asset Management, Nationwide Securities, 1717 Capital Management Company, and Ameriprise. He is also involved with an independent insurance agency that sells fixed insurance products. 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 employs a combination of in-house and external strategists, model portfolios, and technology tools to support primarily non-discretionary client relationships while also providing certain discretionary management options.

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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Robert P

Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Robert Poppell is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding a Series 66 credential and bringing 31 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and has a long tenure with the Florida Department of Insurance dating back to 1990. Outside of his advisory role, he is involved in new home construction as president of Praesidium Homes, LLC and serves as treasurer for the Timberlane Church of Christ. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering 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 a mix of discretionary and non-discretionary investment management through a large network of 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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Richard G

CFP®, Series 63, Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Richard Gruber is a CFP® credentialed financial advisor with eight years of industry experience. He is currently with Voya Financial Advisors, Inc. in Tampa, FL, joining the firm in 2026 after prior roles at Truist Investment Services, Morgan Stanley, and The Vanguard Group. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as institutional and charitable organizations. The firm utilizes a combination of in-house and third-party strategies, technology-enabled tools, and both discretionary and non-discretionary account management to serve its clients.

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 S

Series 63, Series 65

Tampa, FL

VOYA Financial Advisors, Inc.

David Spivey is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at GWN Securities Inc. and Capital Insurance Agency, alongside operating Franklin Spivey Financial LLC since 2013. He is based in Tampa, FL. 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 combines in-house and external strategists with technology-enabled tools to provide financial planning, portfolio management, unified managed accounts, and retirement advisory services 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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Albert B

Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Albert Bunner is a Series 66-licensed financial advisor with 18 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. since 2014. He has prior experience at Edward Jones and Waddell & Reed and is also involved with Poppell Financial Group LLC, which provides enrollment and servicing for the State of Florida 457 plan. Additionally, he operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to implement client recommendations, with a notable focus on non-discretionary asset 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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Stacey S

Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Stacey Sherbinsky is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Voya since 2015. Outside of her advisory role, Sherbinsky is involved in event production management at Live Media Group and Global Broadcasting Services, LLC. Voya Financial Advisors, Inc. is an enterprise-scale firm offering 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 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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Allan D

Series 63, Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Allan Dickson is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 credentials with 27 years of industry experience. He worked at Wells Fargo Clearing for 12 years before joining VOYA Financial Advisors in 2014. Outside of advising, he also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through comprehensive financial planning and portfolio management. The firm emphasizes client engagement with investment policy statements and model portfolios, offering both discretionary and non-discretionary account management supported by a mix of in-house and third-party strategies.

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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Ronald W

Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Ronald Wright is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding a Series 66 designation and bringing 41 years of industry experience. He has been affiliated with VOYA Financial and its related entities since 2014 and has a background with American Family Life Assurance dating back to 1984. He also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and retirement advisory, utilizing both in-house and third-party strategies within a structure that incorporates both advisory and broker-dealer roles.

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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Erin M

Series 66

Tampa, FL

VOYA Financial Advisors, Inc.

Erin Morse is a financial advisor at Voya Financial Advisors, Inc. in Tampa, FL, holding a Series 66 license with three years of industry experience. Prior to joining Voya Financial in 2023, she worked for 17 years with Pinellas County Schools. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves 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, utilizing a combination of in-house and external strategists and technology-enabled 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

Kenzie S

Series 65, Series 63

Tampa, FL

VOYA Financial Advisors, Inc.

Kenzie Serianni is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Voya since 2017. Prior to that, she spent four years at Coca-Cola Beverages Florida. Serianni is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver predominantly 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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