George Lollis CEFEX Analyst®, AIFA®, CWS®, C(k)P®
George W. Lollis is a Managing Partner and cofounder of WealthVisory and is a Registered Investment Advisor representative through Prospera Financial Services, Inc., a SEC Registered Investment Adviser firm. He brings over 36 years of investment consulting experience, including to the firm’s WealthVisory Fiduciary 401(k) practice, serving as trusted financial advisor providing fiduciary consulting, financial investment analysis and investment portfolio management.
George specializes in 401(k) Plans, defined contribution plans, defined benefit plans, ESOP Plans and Non-Qualified Deferred Compensation Plans, ranging in size from $10,000,000 to over $1,000,000,000. He also serves as the trusted advisor of choice for family offices and high-net-worth private clients as a co-fiduciary with ever-increasing responsibilities of financial consulting, financial investment analysis and investment portfolio management, ranging in size from $1,000,000 to $100,000,000. George also consults for corporate clients on qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting. He earned a bachelor’s degree in business studies in finance, magnum cum laude, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society.
George serves on the board of the Order of Christian Workers and as a Vestry Committee Member for the St. Philips Episcopal Church of Frisco. He also actively serves in the Bill Glass Behind the Walls prison ministry.
Professional Credentials
- Center for Fiduciary Excellence Analyst® (CEFEX Analyst®) designation
- Accredited Investment Fiduciary Analyst® (AIFA®) designation
- Certified Wealth Strategist (CWS®) designation
- Certified 401(k) Professional® (C(k)P®)
- FINRA Series 7 license, Series 66 license, Series 63 license, and Series 22 license.
