Visionary Wealth Advisors
Roger Lewis is an experienced financial professional with a career spanning over a decade in wealth management and financial services. Since March 2014, Roger has served as a Wealth Management Advisor and Managing Director at Visionary Wealth Advisors, where the focus is on helping clients achieve their life goals through tailored financial planning. Prior to this role, Roger held the position of Brokerage Director at MassMutual from September 2017 to December 2020 and has a background in various leadership roles, including Field Director and Financial Representative at Northwestern Mutual from March 2007 to March 2014.
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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.