Advisor at Voya Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Voya Retirement Advisors, LLC
Location
Boston, MA 02210
Credentials
Series 66
Industry experience
< 1 year
Theresa Villella is a financial advisor at Voya Retirement Advisors, LLC with a Series 66 designation and approximately one year of industry experience. Her prior work includes positions at Fidelity Investments and Voya Financial Partners. Outside of finance, she has experience in the food and beverage sector, including a role at Crook Point Brewery. Voya Retirement Advisors, LLC provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans. The firm uses third-party models and advanced techniques to deliver personalized asset allocations and income forecasts, managing approximately $30.9 billion in discretionary assets as of the end of 2024.
Based on Voya Retirement Advisors, LLC
$0+: Up to 0.60% annually, varies by plan and asset breakpoints, can be single flat tier or multi-tiered with negotiated breakpoints (confidential) $0+: Up to 0.25% annually for 3(21) and 3(38) plan sponsor services, fee negotiated and generally will not exceed this amount
Minimum fee: Platform fee is a per participant fixed dollar fee annual charge negotiated between plan sponsors and VRA, ranging from $0 to $6.00 annually. Fee-only: Platform fees and asset-based fees for Professional Management program; fees are deducted from retirement plan accounts monthly or quarterly.
121 Seaport Blvd 11 Th Floor
Boston, MA 02210
Massachusetts
Voya Financial Partners, LLC
2026 - Present (1 year)
Voya Retirement Advisors, LLC
2026 - Present (1 year)
Voya Financial Advisors
2025 - Present (1 year)
Fidelity Investments
2025 - 2025 (1 year)
FIDELITY INVESTMENTs
2024 - 2025 (1 year)
Crook Point Brewery
2023 - 2024 (1 year)
self Employed
2022 - 2024 (2 years)
The Cleaning People RI
2021 - 2022 (1 year)
Marshalls
2021 - 2021 (1 year)
UnEMPLOYED
2021 - 2021 (1 year)
TARGET
2020 - 2021 (1 year)
Georges of Galilee
2020 - 2020 (1 year)
Marshalls
2019 - 2020 (1 year)
Coffee Connection
2019 - 2019 (1 year)
Warwick Country Club
2018 - 2019 (1 year)
Wicked Fresh Cafe
2017 - 2018 (1 year)
Johnston Senior High School
2014 - 2018 (4 years)
student
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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Cambridge, MA
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Series 65
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