Visionary Wealth Advisors
We are a company built by people who love to help others define their life goals, dream big, and accomplish what they set out to do. We are more than wealth advisors. We are Visionaries. Visionaries plan for the future with wisdom, optimism & creativity. They always look forward, inspiring their clients to envision what their future could be, pushing their limits, & encouraging them to achieve their dreams. Visionary Wealth Advisors is a Registered Independent Advisor, and like all RIA firms, we have no proprietary investments to sell, nor have any incentive to recommend funds that do not fully benefit the client. But unlike most RIA firms, we have not set any limits for ourselves. Our Visionaries have access to the whole world of investment choices. Every recommendation we make is specific and personal to the client, based on their unique situation and life goals. We work together with our clients to help them see and achieve a future greater than their past.
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Verified contacts
59
available on Kipplo
LinkedIn employees
67
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
2
tools in use
Monthly traffic
182
organic / mo
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Decision-makers and verified team members
59 contacts with verified email or phone · masked until revealed.
- BM
Bonnie Murphy
Director of Client Services · Customer/Client Service
EmailPhone - EC
Elizabeth Connelly
Partner, Senior Wealth Management Advisor · Sales & Business Development
EmailPhone - LW
Laura Wadley
Director of Client Services · Customer/Client Service
EmailPhone - TL
Tracy Lewis
Director of Client Services · Customer/Client Service
EmailPhone - CB
Chris Basch
Senior Wealth Management Advisor · Finance & Accounting
EmailPhone - CG
Clark Gay
Senior Wealth Management Advisor · Finance & Accounting
EmailPhone - JM
Jack Mannino
Senior Wealth Management Advisor · Finance & Accounting
EmailPhone - JB
Jason Baldus
Senior Wealth Advisor · Finance & Accounting
EmailPhone - SM
Selden Martin
Sr Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 59 verified contacts
Top roles at Visionary Wealth Advisors
22 distinct titles indexed · top 10 shown.
- 21wealth management advisor
- 7director of client services
- 4senior wealth management advisor
- 4sr wealth management advisor
- 1administrative assistant
- 1chief executive officer
- 1client service associate
- 1director of advisor service
- 1director of operations and client services
- 1equity research analyst intern
- +12more titles
Sign up to unlock all 59 contacts at Visionary Wealth Advisors
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