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Visionary Wealth Advisors Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Visionary Wealth Advisors is a financial services firm based in St. Louis, Missouri. It operates as a Registered Independent Advisor, avoiding proprietary investments and prioritizing guidance designed to benefit the client. The firm serves clients seeking comprehensive wealth management and planning, helping them define life goals and pursue them with personalized plans and a broad range of investment options accessible through the RIA model. In November 2023, Visionary Wealth Advisors added Katie Lorberg as a wealth management adviser. The firm has previously been recognized for fast growth, including a top-five ranking among fast-growing financial advisory firms in 2021.

Find Visionary Wealth Advisors employees' phone numbers or email addresses

Visionary Wealth Advisors Global Highlights

Location
Employees

North America
89

Minus sign iconPlus sign icon
  • United States Of America
    89

Visionary Wealth Advisors's Leadership

  • Stylized image of a person
    J. G.
    Chief Growth Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. G.
    President And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. N.
    Founder Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. H.
    Founder Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. B.
    General Counsel & Chief Compliance Office
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. D.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Director, New Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Sr. Wealth Manager
    Phone icon
    Mobile Phone

Visionary Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Visionary Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. N.
    Founder Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. G.
    Chief Growth Officer
    Phone icon
    Mobile Phone
    May 09, 2026
  • Stylized image of a person
    P. H.
    Founder Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    T. G.
    President And Founder
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    G. B.
    General Counsel & Chief Compliance Office
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    N. D.
    Director Of Client Services
    Phone icon
    Mobile Phone
    Jul 07, 2026
  • Stylized image of a person
    J. G.
    Director, New Business Development
    Phone icon
    Mobile Phone
    Dec 30, 2023
  • Stylized image of a person
    S. H.
    Sr. Wealth Manager
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    A. B.
    Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. A.
    Senior Manager Tax Senior Manager Tax
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Visionary Wealth Advisors known for?

Minus sign iconPlus sign iconVisionary Wealth Advisors was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-618-659-****
. Explore Visionary Wealth Advisors's company overview page for more information.

What is Visionary Wealth Advisors's most common email format?

Minus sign iconPlus sign iconVisionary Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Visionary Wealth Advisors email formats with LeadIQ.

How many employees does Visionary Wealth Advisors have currently?

Minus sign iconPlus sign iconVisionary Wealth Advisors has approximately 70 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Visionary Wealth Advisors's key employees and leadership?

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As of July 2026, Visionary Wealth Advisors's key employees include:

  • Chief Growth Officer: J. G.
  • President And Founder: T. G.
  • Founder Chief Executive Officer: J. N.
  • Founder Chief Executive Officer: P. H.
  • General Counsel & Chief Compliance Office: G. B.

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