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Vance H. Gunn, MBA, CRPC picture

Vance H. Gunn, MBA, CRPC®

Investment Consultant, RJFS
Assistant Vice President, Towne Wealth Management

Phone: 757-585-2395
Email: vance.gunn@raymondjames.com
5235 Monticello Avenue
Williamsburg, VA 23188

Vance has been working in the financial services industry since 2008. He believes his eight years of leadership experience as a commissioned officer from West Point and his two tours overseas leading troops in Iraq provide him an ideal foundation to help clients navigate through the demanding financial stages of life. He provides research and trading support to Towne Wealth Management. His attention to detail and empathy drive his passion to help people reach their financial goals.


Experience and Professional Licenses

Towne Wealth Management, Raymond James Financial Services, Inc. Since 2016
Monarch Bank, Raymond James Financial Services, Inc. 2015 – 2016
Regions Bank 2013 – 2015
USAA 2010 – 2012
Edward Jones 2008 – 2010
US Army, Fort Hood, TX 2003 – 2008

Series 7: General Securities Representative
Series 66:
Uniform Combined State Law Examination
Life and Health Insurance

Designations

Chartered Retirement Planning Counselor, CRPC®

Education

School Name: Arizona State University
Degree: Master of Business Administration (MBA) with an Emphasis in Finance

School Name: United States Military Academy, West Point
Degree: Bachelor of Science, Leadership/Management; Systems Engineering

Organizations and Affiliations

West Point Society of Williamsburg, Member
Transforming Life, Former Director
United Way, Supporter

                

The above organizations/charitable causes are not affiliated with Raymond James.

Towne Family of Services

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Towne Investment Group, Towne Wealth Management, and TowneBank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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