Elizabeth Connelly comes to Visionary Wealth Advisors with an impressive 35+ years of experience in the financial services industry. She was drawn to Visionary’s leadership, culture, first-class investment options and state-of-the-art planning tools available to her and her clients.
Elizabeth has long been known for her innovative tailored strategies guiding high net worth clients along the path of achieving their long-term financial goals. She specializes in customized strategies for wealth management and preservation, retirement planning, trust and estate planning, educational needs and special needs. Throughout her career, she has developed enduring client relationships that have spanned decades.
Elizabeth has an extensive record of community service; most notably she serves as Board President of the Signature Healthcare Foundation Board of Directors. She is also a member of the School Sisters of Notre Dame Financial Advisory Committee.
Elizabeth holds a J.D. from St. Louis University School of Law and a B.A. from Rockhurst University in Kansas City where she serves as an Emeritus member of the Board of Regents. She is a member of the American Bar Association, the Missouri Bar Association, the Bar Association of Metropolitan St. Louis (BAMSL) and the Institute of Certified Bankers, a subsidiary of the American Bankers Association.
She is a Certified Trust and Financial Advisor (CTFA), a Certified IRA Services Professional (CISP) and has her Series 7 and Series 66. She is also life and health insurance licensed.
Elizabeth and her husband, Patrick, have two children, Anna and Vincent. She enjoys group exercise, bike riding with her husband, traveling with her family and friends and entertaining.