9200 South Hills Blvd., Suite 310,
People do make the difference. At Vision Wealth Management, LLC, our Advisors have earned a reputation for their experience in the investment, financial planning, group benefits and insurance areas. The corporate staff, Associates and outside advisors possess a variety of advanced degrees and designations that are listed below. To learn more, hover over each designation for a detailed description.
Each year, our Associates and staff are required to participate in both industry and in-house continuing education programs. Many are in pursuit of advanced industry certifications and designations. This enables everyone within our organization to keep up-to-date with products, laws, technology, and planning techniques that help better serve the needs of our clients. Registered Representatives hold the appropriate securities and insurance licenses in compliance with Federal and State regulations.
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Senior Partner, Business Development Manager
Senior Partner, Financial Advisor
Partner, Financial Advisor
Employee Benefit Advisor
Client Services Associate
Senior Partner, Financial Advisor, Retirement Plan Specialist
George J. Randall, CPA, MBA
Life & Investment Business Manager
Office Manager and Individual & Medicare Healthcare Specialist