Visionary Wealth Advisors
Samuel Berger is an Equity Research Analyst Intern at Visionary Wealth Advisors, where responsibilities include building a capital allocation template and constructing earnings models. Previous experience includes serving as a Trade/Customer Service Representative for Wells Fargo Advisors, assisting clients with brokerage accounts, and obtaining industry licenses through Associate Staffing. Samuel has also worked as a Teaching Assistant at the University of Oklahoma, overseeing physics labs, and as an Industrials Sector Leader for the Saluki Student Investment Fund. Education includes an MBA in Finance from Washington University in St. Louis and dual Bachelor of Science degrees in Mathematics and Physics from Southern Illinois University, along with postgraduate coursework in Physics at the University of Oklahoma.
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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.