St. Louis, MO — October 13, 2021 — Ted McNulty, CFP®, AIF® has been named the Retirement Plan Committee Chairperson for Visionary Wealth Advisors, while continuing to serve his clients as a Senior Wealth Management Advisor. Ted has over 25 years of experience working with retirement plans for business owners.
“My goal is to help Visionary’s business clients uphold their fiduciary responsibilities to individual plan participants in the company’s 401k plan,” shares Sr. Wealth Management Advisor, Ted McNulty. Adding, “We strive to update Visionary advisors current on rules, regulations, trends and opportunities for the 401k space to better serve their clients.” In addition to Ted, the Retirement Plan Committee is comprised of four wealth management advisors, including Dan Laure, CFP®, MBA, RICP®, Jason Baldus, CFP®, and Dan Browne, AIF®, Visionary’s Chief Compliance Officer and General Counsel, Ryan Barke, JD and Visionary Founder and President, Tim Hammett, CFP®, AEP.
Visionary Founder and President, Tim Hammett, CFP®, AEP, is excited to have Ted McNulty lead in his new position. “Ted brings incredible value to the committee. Our clients and advisors will benefit greatly having Ted lead this group,” he states. Brett Gilliland, Visionary Founder and CEO, adds, “The in-depth knowledge, experience and passion Ted has for serving clients on their retirement plans made him the ideal person for serving as Chairperson. We look forward to working with him in this role.”
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.