Advisors at this firm
Donna P
Series 65, Series 66
Mooresville, NC
Vision Capital & Management
Donna Pleasant is a financial advisor with Vision Capital & Management in Davidson, NC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Vision Capital & Management since 2015 and previously spent six years at FSC Securities Corporation. Vision Capital & Management provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm uses a “core vision thesis” investment process focused on macro trends and asset-class diversification, and it also creates investment models for third-party advisors and institutions.
Eric V
CFP®, Series 63, Series 65
Mooresville, NC
Vision Capital & Management
Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.
