2017 Third Quarter Market Review
October 16, 2017
JANA M. GREGOREK NAMED DIRECTOR OF NEW BUSINESS DEVELOPMENT at Visionary Wealth Advisors
November 1, 2017

MARK SCHLAFLY APPOINTED CHIEF STRATEGY OFFICER at Visionary Wealth Advisors

October 23, 2017

ST. LOUIS, MO – OCTOBER 23, 2017 – Visionary Wealth Advisors (VWA) announced today that its executive team has expanded with the addition of Mark Schlafly as Chief Strategy Officer (CSO).

In this newly-created position, Mr. Schlafly is responsible for driving Visionary Wealth Advisors’ growth through strategic planning and advisor education and development. He assists in identifying, formulating, and communicating Visionary’s growth initiatives for both clients and the overall company.

Mr. Schlafly is a 25-year industry veteran whose distinguished career includes serving as the President & CEO of FSC Securities Corporation, Senior Vice President of Brokerage Products and Services at LPL Financial, and Vice President and Manager of Managed Products at A.G. Edwards.

“We are thrilled to welcome Mark as our Chief Strategy Officer,” said Brett Gilliland, CEO and co-founder of VWA. “This is an exciting time as we continue to evolve Visionary to provide leading unbiased and independent advice through our fiduciary model. Mark’s proven skills and experience in developing successful strategies in our market space are a strong complement to our existing team.”

“The pace of change in our industry has never been faster, and clients are looking to Visionary for our insight and knowledge to fuel their life plans,” said Mr. Schlafly. “I am excited to join Visionary and look forward to building on Visionary’s existing solid relationships with advisors, clients and partners, helping to expand our solutions in wealth management and financial planning.”

Mr. Schlafly will continue to serve as an adjunct career advisor and instructor at Washington University. He earned his Bachelor’s degree in Finance from St. Louis University and is a graduate of the Securities Institute from the Wharton Business School at the University of Pennsylvania.  He holds FINRA Series 7, 24, and 63 designations and is a CERTIFIED FINANCIAL PLANNER™.

“Mark brings a vast amount of experience to Visionary as a leader of large organizations. He shares the same values as our current team of serving clients first and firm second,” said Brett Gilliland. “Mark has worked through different market cycles and knows how the best firms and advisors have gotten their clients through those cycles. People hire us to help them navigate through not only the good times but tough times. Mark’s industry experience and knowledge will allow us to better serve our clients as a whole.”

 


Visionary Wealth Advisors is a registered investment advisor headquartered in St. Louis, Missouri with corporate locations O’Fallon and Edwardsville Illinois; and Palm Beach Gardens, Florida. The Executive Team brings over 75 years combined experience in the wealth management industry. Visionary’s experienced team work everyday to fulfill its mission of providing world-class, client-centered wealth management services and promoting our founding culture of faith, family & community. All of Visionary’s wealth advisors practice a propriety fiduciary model that places the client’s interests above all others.