Jeremy Loyd Vance
Managing Director - Investments, Senior Financial Advisor, PIM® Portfolio Manager at Wells Fargo Advisors
- Role
- Managing Director - Senior Financial Advisor, Pim Portfolio Manager at Wells Fargo Advisors
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Jeremy Loyd Vance
I have meaningful relationships with my clients and am willing to do what it takes to make working with me one of the best decisions that they have ever made. I help and protect my friends. My clients are my friends.The prestigious CERTIFIED FINANCIAL PLANNING® certification I hold means that I have met stringent knowledge and experience requirements in a broad array of disciplines including investment management, estate planning strategies, insurance, retirement planning and income tax planning strategies. In addition, the CFP® certification requires a commitment to a strict ethical code and fiduciary standard.Personally, I am a constant learner and enjoy working with my hands. My family’s volunteer efforts focus on organizations that we hold very dear to our hearts including the Central Texas Food Bank and Head for the Cure brain cancer research. Most importantly, I’m an exuberantly proud family man living in South Austin with my wife Jennifer and our twins, Collin and Camille.Please contact me by e-mail J••••••••@wellsfargo.com or by Phone (51••••••50. This information is intended for use by residents of AL, AR, CA, CO, FL, GA, ID, KY, MD, ME, MO, NH, NM, NV, NY, TN, TX, VA, and WA and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Managing Director - Senior Financial Advisor, Pim Portfolio Manager
Feb 2016 — Present · Austin, TX, US
Education
The University of Texas at Austin
Certified Financial Planning Program
2008 — 2010
Skills
- Mutual Funds
- Retirement Planning
- Investments
- Management
- Securities
- Finance
- Financial Services
- Leadership
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