Vance has over eight years of experience as a Wealth Advisor. He was previously with Morgan Stanley Wealth Management where he advised hundreds of families on investment and income strategies. Before that, he was a technology consultant focused on software development.

Vance has obtained and currently maintains his Series 7 and Series 66 securities licenses in good standing. He also has his MBA from George Mason University and a bachelor’s degree from N.C. State University.

When he’s not at work, Vance spends most of his time with his wife and three teenage children.