As Chief Strategy Officer, Mark Schlafly works closely with Visionary’s Executive Team. In his role, he drives Visionary’s growth through overseeing corporate strategy, strategic planning, and advisor education and development. Mark assists in identifying, formulating, and communicating Visionary’s growth initiatives.
Mark 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.
Mark will continue to serve as an adjunct career advisor and instructor at Washington University. Mark 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™.