Visionary Wealth Advisors
Geoff Reed is a seasoned financial professional with extensive experience in wealth management and financial advising. Currently serving as a Sr. Wealth Management Advisor at Visionary Wealth Advisors since March 2019, Geoff previously held the position of Financial Advisor at Waddell & Reed, where the focus was on developing tailored financial plans for clients. Prior to that, Geoff was the President of the Board of Directors for Willows Way from October 2010 to October 2016, advocating for individuals with challenges and promoting community integration. Additional roles include Regional Manager at PlanMember Securities Corporation and Financial Advisor and Client Manager at Bank of America Merrill Lynch. Geoff Reed earned a degree from the University of Missouri-Columbia between 1999 and 2002.
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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.