ST. LOUIS, MO – OCTOBER 31, 2017 – Visionary Wealth Advisors (VWA) announced today that Jana Gregorek has joined the firm as the Director of New Business Development.
Mrs. Gregorek will be responsible for recruitment of financial advisors at Visionary in addition to creating succession plans for experienced advisors. She will develop strategies to ensure advisors have the right tools, systems and processes to meet their clients’ needs.
“We are very excited to have Jana join the Visionary team to help guide us into the future,” said Tim Hammett, CFP®, AEP, President and co-founder of VWA. “As the Director of New Business Development, Jana will directly impact the deliverable that we bring to our clients. It’s one thing to start the relationship, it’s another, completely different thing to carry that relationship forward to the foreseeable future, which Jana will play a key role in accomplishing.”
Mrs. Gregorek will leverage her 11 ½ years at Edward Jones in St. Louis, MO to Visionary. During her career, she created and led complex, multi-faceted company-wide programs, managed relationships with industry leading insurance companies, introduced change management principles and managed senior level teams.
“I have a passion for leading and mentoring others to build their confidence and be the best they can be and enjoy building relationships,” said Gregorek. “I am excited to be part of Visionary Wealth Advisors. Being a Visionary means looking past the day-to-day and understanding client’s long-term goals and dreams. It means aspiring for something greater and setting new goals for yourself along the way. I work every day to live up to the expectation.”
“With diverse experience across the financial product and services spectrum, Jana brings valuable perspective to our team, but more importantly, to our clients,” said Brett Gilliland, CEO and co-founder of VWA. “The core of what we do is helping people achieve their goals and dreams for their life. Adding Jana and her experience will add to the depth of best of breed people, platform, and services available to our clients.”
Ms. Gregorek holds a FINRA Series 7 & 66 licenses, Missouri Life and Health Insurance license, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) from the American College of Financial Services, and Change Management Certified. She holds a Masters of Business Administration from Washington University in St. Louis and a Bachelor of Science in Communications, Minor in Business Administration from University of Illinois at Urbana-Champaign.
Visionary Wealth Advisors is a registered investment advisor headquartered in St. Louis, Missouri with corporate locations O’Fallon and Edwardsville Illinois; and Palm Beach Gardens, Florida. The Executive Team brings over 75 years combined experience in the wealth management industry. Visionary’s experienced team work every day to fulfill its mission of providing world-class, client-centered wealth management services, and promoting our founding culture of faith, family & community. All of Visionary’s wealth advisors practice a propriety fiduciary model that places the client’s interests above all others. Learn more at www.visonarywealthadvisors.com