Visionary Adds New Wealth Management Advisor Katie Martin – Visionary Wealth Advisors

Visionary Adds New Wealth Management Advisor Katie Martin

O’Fallon— October 15, 2019Katie Martin, CFA, CFP®, joins Visionary Wealth Advisors after 17 years in the Research Department at Edward Jones in various roles. Katie’s passion to help clients chart a course to achieve their goals by building personal connections and uncovering what they value most will serve her well as a Wealth Management Advisor.

“We are excited to have Katie Martin join the Visionary Family!,” exclaims Co-founder and CEO, Brett Gilliland. “Her extensive knowledge of the markets and her high emotional intelligence will be a huge asset for her clients and community. Katie could have chosen many routes to take her career in finance, but she chose to be a wealth management advisor to serve clients in a fiduciary manner and to help them achieve their most important goals and dreams,” says Gilliland.

Co-founder and President Tim Hammett, CFP®, AEP, says, “Visionary is extremely proud to add Katie to our team! Her strong credentials and wisdom will bring great value to her clients.” He adds, “Our culture will be further strengthened by her integrity and character.”

Katie earned a Bachelor of Science degree in Finance from Bradley University. She earned the Chartered Financial Analyst designation in 2005 and CERTIFIED FINANCIAL PLANNER™ designation in 2018. She currently resides in Columbia, Illinois, with her husband and two daughters.

Visionary Wealth Advisors is an independent 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, family office1, college and estate planning, and small business retirement plans. Visionary Wealth Advisors has offices in Chesterfield, Jackson and St. Louis, MO, Edwardsville and O’Fallon, IL, Palm Beach Gardens, Florida, and Buena Vista, Colorado.

[1] Family office services are provided through Visionary’s partnership with Greenway Family Office.