Sr. Wealth Management Advisor
As a Sr. Wealth Management Advisor, Ted McNulty listens to each client's objectives and creates customized solutions to achieve their desired lifestyle. To Ted, being a Visionary means being able to focus 100% of his efforts on each clients' best interests to guide them towards a successful future.
Ted brings over 20 years of industry experience to Visionary Wealth Advisors. His extensive resumé includes serving as a Registered Investment Advisor with Edward Jones, Senior Portfolio Manager at TIAA CREF, Director of Investments at First Bank, and most recently as Executive Vice President at Parkside Financial Bank and Trust.
Ted attended Tulsa University, where he graduated with a Bachelor of Science degree in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations. For more information on the CFP or AIF training programs, please visit the CFP Board and Center for Fiduciary Studies.
Ted is married to Jennifer, and they have three children, Marly, Hattie, and Teddy. They enjoy golfing, tennis, pickleball, and fishing.