As Director of Client Services for Geoff Reed and Tim Flanagan, Gracie Merritt manages day-to-day business operations, including client service requests, paperwork, account maintenance, and schedule management.
To Gracie, being a Visionary means remaining resilient in the face of adversity and choosing to live with integrity. She was drawn to Visionary’s client-centered approach to financial planning. Gracie has extensive client service experience and enjoys fostering lasting, positive connections with others.
Gracie is a lifetime resident of Lake St. Louis. She studied Modern Language for Spanish and French Translation at Missouri State University and Legal Support and Services at Purdue University. She enjoys gardening, going to the farmers market, and hiking with her German Shepherd, Athena.