Vance H. Gunn, MBA, CRPC®

Investment Consultant, RJFS
Assistant Vice President, Towne Wealth Management

Phone: 757-585-2395
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


Chartered Retirement Planning Counselor, CRPC®


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.