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 client’s best interests to guide them toward a successful future.
Ted brings 25+ years of industry experience to Visionary Wealth Advisors. Ted attended Tulsa University, where he graduated with a Bachelor of Science degree in Business Administration. His extensive experience includes working with numerous well-respected Financial Institutions such as Edward Jones and TIAA CREF.
Ted was also part of the original startup team with Parkside Financial Bank and Trust. 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 and his wife Jennifer have three children, Marly, Hattie, and Teddy. They enjoy golfing, tennis, pickleball, and fishing.