Veteran Director of Operations Joins VisionQuest Wealth
VisionQuest Wealth Management (“VisionQuest”) has hired financial services veteran Tony Van Ore as Director of Operations to oversee the operations of Advice, Client Experience, Solution Life Cycle Management, Vendor Management and all of VisionQuest’s client service and relationship management processes.
“Bringing Tony on board is one of the key steps toward building a fully integrated, long-term financial wellness platform for us. Tony’s extensive experience, vast knowledge and exceptional operational skills add to our already strong bench to further advance VisionQuest to the next stage of operational maturity and sustained growth. As a high-growth, fast-paced advisory firm, VisionQuest and our clients will benefit immensely from his efforts as the Director of Operations,” commented Laska.
Tony has more than two decades of cross-industry experience driving positive change and is a highly experienced financial services executive with a proven record of developing strategies and business operations that drive business results. Most recently, Tony was Vice President and Chief Compliance Officer for Financial Management Concepts, an Orlando-based advisory firm focused on retirement planning and investment management for retirees.
“VisionQuest, with its well-recognized approach to exceptional client service and its unique approach to comprehensive financial wellness versus just investment management, is well positioned to continue to grow in the Southeast,” said Mr. Van Ore. “There is a tremendous opportunity for me to build on their already successful brand and help make the organization operationally stronger.”
VisionQuest Wealth Management is a boutique wealth management firm, headquartered in Raleigh, North Carolina, that caters to a limited number of individuals, families, and businesses. They are focused on revolutionizing the way wealth management services are delivered to investors and they believe it is time for a different approach to managing money and clients’ financial lives. Created In 2005, VisionQuest was built from the ground up, under the belief that wealth management should improve your entire life, not just your finances; and that same philosophy is carried out today by highly experienced advisors serving clients from offices located in North Carolina, South Carolina and Virginia.