AIG
Allie King
VALIC Financial Advisors, Inc.
Financial Advisor, North Texas District
2745 Dallas Parkway, Ste 480 | Plano, TX 75093
Tel 817.975.1591 | District Office 972.383.7200 | Fax 469.277.1984
allie.king@aig.com | www.aig.com/RetirementServices
FIDELITY
Miguel Salazar, CRPC®
Director, Retirement Planner
Fidelity Personal and Workplace Investing
Address: One Destiny Way WD1J, Westlake, TX 76262
Mobile: (972) 795-1562
email: Miguel.Salazar@fmr.com
John D Wells, CFP®
Director, Retirement Planner
Phone (214) 425-9649
Client Service 800-248-4213
Schedule a Meeting: Fidelity.com/schedule
email: John.Wells@fmr.com
TIAA
Joy Doss
Senior Financial Consultant | TIAA Financial Solutions
Arkansas Insurance License # 8844323
2850 Lake Vista Dr. | Suite 110
Lewisville, TX 75067
Office: 972-745-9867
Fax: 214.488.3214
JDoss@tiaa.org
Sean S. Mossman, CFP®
Sr. Financial Consultant | TIAA Financial Solutions
2850 Lake Vista Drive | Suite 110
Lewisville, TX 75067
1.800.842.2006 ext. 218317
Tel: 214.626.8317
smossman@tiaa.org
VOYA
UNT Dallas:
Zera J. Harris
Registered Representative
Voya Financial Advisors, Inc.
P.O. Box 742
Lancaster, TX 75146
Office: 972.225.1524
Mobile: 972.951.3951
Fax: 972.225.1532
zera.harris@voyafa.com
Toll-free: 800-714-3931 ext. 4006310
UNTHSC:
Brett Phillips, CRPC®
Financial Advisor
Voya Financial Advisors, Inc.
15455 Dallas Parkway
Suite 600
Addison, TX 75001
Tel: 972.643.6332
Fax: 972.442.6787
Brett.Phillips@voyafa.com
brettphillipsfinancial.com
UNT:
Kayla Swenson
Financial Adviser
VOYA Financial Advisors
2220 San Jacinto Blvd. Suite 315
Denton, TX 76205
PH 940-387-2211 FAX 940-382-3683 CELL 940-390-3779
EMAIL kayla.swenson@voyafa.com