
Sign up to save your podcasts
Or
As a Sr. Wealth Management Advisor, Ted McNulty listens to each clients objectives and creates customized solutions to achieve their desired lifestyle. To Ted, being a Visionary means being able to focus 100% of his efforts on each clients’ best interests to guide them towards a successful future. Ted brings over 20 years of industry experience to Visionary Wealth Advisors. His extensive resumé includes serving as a Registered Investment Advisor with Edward Jones, Senior Portfolio Manager at TIA CREF, Director of Investments at First Bank, and most recently as Executive Vice President at Parkside Financial Bank and Trust. Ted attended Tulsa University, where he graduated with a Bachelor of Science degree in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER* (CFP@) and Accredited Investment Fiduciary@ (AIF@) designations. For more information on the CP or AlF training programs, please visit the CFP Board and Center for Fiduciary Studies. Ted is married to Jennifer, and they have three children, Marly, Hattie, and Teddy. They enjoy golfing, tennis, pickleball, and fishing.
4.8
3737 ratings
As a Sr. Wealth Management Advisor, Ted McNulty listens to each clients objectives and creates customized solutions to achieve their desired lifestyle. To Ted, being a Visionary means being able to focus 100% of his efforts on each clients’ best interests to guide them towards a successful future. Ted brings over 20 years of industry experience to Visionary Wealth Advisors. His extensive resumé includes serving as a Registered Investment Advisor with Edward Jones, Senior Portfolio Manager at TIA CREF, Director of Investments at First Bank, and most recently as Executive Vice President at Parkside Financial Bank and Trust. Ted attended Tulsa University, where he graduated with a Bachelor of Science degree in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER* (CFP@) and Accredited Investment Fiduciary@ (AIF@) designations. For more information on the CP or AlF training programs, please visit the CFP Board and Center for Fiduciary Studies. Ted is married to Jennifer, and they have three children, Marly, Hattie, and Teddy. They enjoy golfing, tennis, pickleball, and fishing.
226,206 Listeners
798 Listeners
933 Listeners
30 Listeners
14,052 Listeners
27,214 Listeners
109 Listeners
1,801 Listeners
129 Listeners
78 Listeners
16,946 Listeners