Visionary Wealth Advisors
Elizabeth Connelly is a seasoned wealth management professional with extensive experience in managing generational wealth and providing tailored financial solutions to closely held businesses. Currently serving as Partner and Senior Wealth Management Advisor at Visionary Wealth Advisors since November 2021, Elizabeth has previously held prominent roles, including Executive Vice President at Krilogy Financial and Vice President at Merrill Lynch Global Private Client. Elizabeth holds a Juris Doctor degree from Saint Louis University School of Law and a Bachelor's Degree in English and Philosophy from Rockhurst University.
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Visionary Wealth Advisors
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.