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Distance Only Windsor, CT
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Phyllis Miller (CRD# 1965824) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 24 years of experience in the finance industry. Phyllis Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Moretta (CRD# 2003234) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 25 years of experience in the finance industry.
Lisa Morgan (CRD# 5155338) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 17 years of experience in the finance industry.
John Murphy (CRD# 856789) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Windsor, CT and has over 44 years of experience in the finance industry.
James Nichols (CRD# 4154454) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 16 years of experience in the finance industry.
Benjamin Nixon (CRD# 6405265) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 5 years of experience in the finance industry.
Steven Okeefe (CRD# 6654058) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 7 years of experience in the finance industry.
Hunter Penland (CRD# 6555664) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 7 years of experience in the finance industry.
Micheal Penland (CRD# 5618805) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 14 years of experience in the finance industry.
Brandon Perkins (CRD# 6576963) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 7 years of experience in the finance industry.