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Lisa Vorce
Business Manager For Mike Clark at Visionary Wealth Advisors
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Work Experience
Business Manager For Mike Clark
Jul 2016 - Present · 8 years and 6 months
the mutual fund store
Client Services Manager
Oct 2013 - Jul 2016 · 2 years and 9 months
senepol cattle breeders association
Executive Vice President
Jun 2012 - Oct 2013 · 1 years and 4 months
Company Details
We are a company built by people who love to help others define their life goals, dream big, and accomplish what they set out to do. We are more than wealth advisors. We are Visionaries. Visionaries plan for the future with wisdom, optimism & creativity. They always look forward, inspiring their clients to envision what their future could be, pushing their limits, & encouraging them to achieve their dreams. Visionary Wealth Advisors is a Registered Independent Advisor, and like all RIA firms, we have no proprietary investments to sell, nor have any incentive to recommend funds that do not fully benefit the client. But unlike most RIA firms, we have not set any limits for ourselves.   Our Visionaries have access to the whole world of investment choices. Every recommendation we make is specific and personal to the client, based on their unique situation and life goals. We work together with our clients to help them see and achieve a future greater than their past.
Year Founded
2014
Social Media
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Industry
Financial Services
HQ Location
1401 S Brentwood Blvd, Suite 700 St. Louis, Missouri 63144, US
Keywords
Wealth ManagementRetirement PlanningEstate PlanningInsurance AssessmentsInvestment StrategiesFamily OfficeMergers and Acquisitions
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