St. Louis, MO— October 5th, 2021— Katie Martin, CFA, CFP®, has been named the Investment Committee Chairperson for Visionary Wealth Advisors, while continuing to serve her clients as a Wealth Management Advisor. Katie has 20 years of investment experience with a background specializing in investment research, money manager due diligence and investment advisory programs. Prior to joining Visionary, Katie spent most of her career at Edward Jones where she served as a leader on the team responsible for managing one of the largest investment advisory programs in the financial services industry.
“I strongly believe in Visionary’s mission of helping our clients achieve a future greater than their past,” says Martin. “While I will continue to pursue this mission in serving my clients as a Wealth Management Advisor, I am excited for the opportunity to use my background to contribute more broadly to the future of Visionary.”
“Katie brings both experience, credentials and credibility while serving in this role as chairperson. Her in-depth knowledge on investing and planning for clients’ financial needs is a great combination,” states Visionary Founder and CEO, Brett Gilliland. Adding, “We are excited to have her join the investment committee in this capacity.”
Visionary President, Tim Hammett, CFP®, AEP, says, “I have worked closely with Katie since she joined the firm and could not have greater respect for her personally and professionally. Her industry experience and credentials will bring incredible value to this committee!”
Katie obtained her Chartered Financial Analyst® designation in 2005 and CERTIFIED FINANCIAL PLANNERTM designation in 2018. In her role as Chairperson, Katie will lead the mission and purpose of the investment committee and serve as a key resource for the firm’s portfolio’s. Click here to learn more about Katie’s role and how she partners with her clients.
Visionary Wealth Advisors is an independent U.S. Securities and Exchange Commission Registered Investment Advisor, founded in March 2014 by Brett Gilliland and Tim Hammett. Visionary Wealth Advisors provides comprehensive financial planning and wealth management services, including retirement, college and estate planning, and small business retirement plans. Visionary Wealth Advisors has offices in Jackson, Springfield and St. Louis, MO, Edwardsville, Collinsville and O’Fallon, IL, Palm Beach Gardens, Florida, and Overland Park, Kansas. The Firm may only transact advisory business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of VWA, please contact the SEC or the state securities regulators for those states in which VWA maintains a notice filing. A copy of VWA’s Form ADV disclosure brochure discussing its business operations, services, and fees is available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.