Visionary Square

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Visionary Square Helping business owners execute their vision. Investment advice offered through Independent Advisor Alliance, a registered investment advisor.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AK, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY; PR

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org www.sipc.org. Independent Advisor Alliance is a separate entity from LPL Financial.

Please join us in welcoming Morgan Lanier to Visionary Square! 🎉Morgan joins us as Marketing Coordinator. She brings our...
10/15/2026

Please join us in welcoming Morgan Lanier to Visionary Square! 🎉

Morgan joins us as Marketing Coordinator. She brings our marketing strategy to life through content creation, email campaigns, and social media. And she works closely with our partner advisors to plan marketing initiatives, share results, and develop the plans that support their unique business goals.

We are excited to have Morgan on the team!

Big news in the Queen City!Visionary Square is officially teaming up with the Charlotte Hornets! As a Charlotte-born fir...
10/13/2026

Big news in the Queen City!

Visionary Square is officially teaming up with the Charlotte Hornets! As a Charlotte-born firm, we’re proud to partner with our hometown team to celebrate our community, bring fans closer to the action, and drive meaningful impact both on and off the court.

We couldn’t be more excited to join forces. Read the full release: https://hubs.la/Q04zXqKm0

10/12/2026

A more focused marketing plan starts with practical tools. Our resource library offers financial advisors a Marketing Action Plan, Weekly Social Media Planner, and SEO Checklist to help organize the next steps. Explore the resources: https://hubs.la/Q04zBFdC0

Scaling a practice rarely comes down to one thing.For Kevin Shah of Revant Wealth Management, it was the combination: le...
10/08/2026

Scaling a practice rarely comes down to one thing.

For Kevin Shah of Revant Wealth Management, it was the combination: leadership, a relationship management team focused on growth, marketing support behind a full rebrand, and a team that shows up for it.

Hear it in his own words.

See what scalability could look like for your practice: https://hubs.la/Q04ydC2H0

We are hiring a Technical Marketing Specialist.Do you love turning marketing goals into smart systems?We are looking for...
10/06/2026

We are hiring a Technical Marketing Specialist.

Do you love turning marketing goals into smart systems?

We are looking for someone who can build, manage, and optimize the technology behind our marketing. Someone who gets excited about HubSpot. Who digs into data. Who finds better ways to use tech to accomplish real goals.

This is a hands-on role. You will work heavily in HubSpot and marketing technology. You will also support website development, paid advertising, analytics, SEO, AEO, GEO, and more.

Sound like you? Apply now at https://hubs.la/Q04zjG2r0

Trevor's 90 households tell him everything. They bring him the full picture of their finances, year after year.But they ...
10/06/2026

Trevor's 90 households tell him everything. They bring him the full picture of their finances, year after year.

But they want one advisor, not three.

Long-term care. Disability. Coverage gaps his clients kept asking about. Trevor knows investments. Insurance was never his business.

Then he brought in the Visionary Square Insurance Team. The team carries every case from analysis through placement, and Trevor stays informed throughout.

His clients get one advisor for everything. And the relationship gets stronger for it.

See what adding insurance to your practice could look like: https://hubs.la/Q04ydCRm0

10 years at The Square! 🎉Join us in celebrating Chris Fallin, Senior Compliance Analyst, on a full decade with Visionary...
09/26/2026

10 years at The Square! 🎉

Join us in celebrating Chris Fallin, Senior Compliance Analyst, on a full decade with Visionary Square. Chris's dedication and expertise have helped shape the strong compliance foundation our advisors rely on every day.

Here is to the impact you have made, Chris, and to many more years ahead!

A drive from Charlotte to Asheville. The first set of a Grateful Dead concert. A Charlotte FC soccer game. And the avera...
09/24/2026

A drive from Charlotte to Asheville. The first set of a Grateful Dead concert. A Charlotte FC soccer game. And the average daily social media activity time for an adult.

What do these four things have in common?

They all take about two hours and eight minutes.

Social media marketing is no longer just for the younger crowd. It has become a universal tool for connection and growth, and if it is not yet a focus of your business, now is the time to change that.

So where do you start? Learn about the ECHO method here: https://hubs.la/Q04xZTld0

Jordan spends evenings writing social posts instead of prepping for client meetings. Jordan's website has not changed in...
09/22/2026

Jordan spends evenings writing social posts instead of prepping for client meetings. Jordan's website has not changed in years because there is never a good time to fix it. Every hour spent on marketing is an hour not spent with clients.

This is what marketing without support looks like. Not a lack of ambition. A lack of hours.

Creative Capital changes that equation. A dedicated team builds your brand, your website, and your content, so your time goes back to the work only you can do.

See what marketing support built for you looks like: https://hubs.la/Q04xZSkw0

Address

11215 N Community House Road, Suite 775
Charlotte, NC
28277

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18884301555

Website

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