Tina VonCanon, Director of Transitions, has been with Visionary Square since 2018. She leads the end-to-end transition process for new advisors and partner firms joining The Square, ensuring a seamless and efficient onboarding experience across custodians, platforms, and internal systems. She also works closely with support staff as they onboard into advisor offices or advance their careers by becoming licensed.
Tina has been in the financial industry since 1993. She started her career in the banking industry, working in collections and lending. Prior to joining Visionary Square, she worked at LPL Financial in a number of roles including service and training.
Born in Charleston, SC, Tina currently resides in Myrtle Beach with her husband. In her spare time, she enjoys relaxing at the pool or the beach, listening to music, reading, and trivia with friends and family.
Tina VonCanon
Director of Transitions
Tina VonCanon, Director of Transitions, has been with Visionary Square since 2018. She leads the end-to-end transition process for new advisors and partner firms joining The Square, ensuring a seamless and efficient onboarding experience across custodians, platforms, and internal systems. She also works closely with support staff as they onboard into advisor offices or advance their careers by becoming licensed.
Tina has been in the financial industry since 1993. She started her career in the banking industry, working in collections and lending. Prior to joining Visionary Square, she worked at LPL Financial in a number of roles including service and training.
Born in Charleston, SC, Tina currently resides in Myrtle Beach with her husband. In her spare time, she enjoys relaxing at the pool or the beach, listening to music, reading, and trivia with friends and family.