As a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™, Tim Flanagan has a fiduciary duty to act in the best interest of his clients at all times when providing financial advice. Tim listens to his clients with intent, asks clarifying questions for understanding, and helps facilitate genuine discussions about life with a purpose. Every client has a unique set of circumstances, goals, and perspectives. Being a Visionary means empowering clients to be confident in their personalized wealth strategies.
Before coming to Visionary Wealth Advisors, Tim worked for a Broker/Dealer in the industry for six years. He spent over 20 years in a corporate environment managing various supply chain financials and was the vice-president of a private company. Tim respects the Visionary leadership, vision and values, and fiduciary responsibility. His personal experience and participation in corporate retirement plans, pensions and stock options help him relate to client experiences and retirement planning.
Tim earned his Masters of Business Administration from Webster University in St. Louis, MO and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Asset Management Specialist (AAMS®) professional designations. Tim attended St. John Vianney High School and has lived in the St. Louis area for 40 years. Tim and his wife, Maggie, have four children: Adam, Brian, Elizabeth and Megan. As a Christian, he sees life as a journey, not a destination. Most of Tim’s free time is spent chasing his children’s activities and sports schedules.