Tyson Vines
Founder & Financial Advisor of V Financial Partners, an Ohio-Based Financial Planning Firm Serving Clients Nationwide
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Tyson Vines
At V Financial Partners, we specialize in loving people through finance to enhance their lives. We help successful executives, business owners and their families with their financial planning, insurance and wealth management goals. Our planning is comprehensive, looking at their entire lives and not just one area of investments. We are your one place to lead and organize together so our clients don’t have to have an ‘insurance person,’ an ‘investments person’ and a ‘planning person.’ We plan in confidence, built to enhance what our clients already have in an open, honest and enjoyable way. In order to best serve their needs, we partner with over dozens of insurers and hundreds of the top investment managers to offer the best products and innovative solutions on the market, including New York Life, Eagle Strategies, and The Nautilus Group®. I discovered the big impact that a financial advisor can have when I was in college and my father passed away. It was a highly-emotional time for my family, but I remember the comfort and peace we felt when we met with an advisor who showed us a sound financial plan. In that moment, my passion for personal finance was born.After eight years working with Wall Street firms, I learned from some of the top investors, private banks and governments in the world, and I decided to launch my firm, V Financial Partners. I believe everyone deserves an institutional Wall Street experience, and we aim to deliver the same heightened experience to everyone. You and your finances are important, and you deserve an amazing experience. Outside of the office, I love spending time with my wife, Lorena, our daughter Giuliana and our son Liam. As a family, we enjoy traveling, singing and the performing arts. Around town, you’ll find me at entrepreneurial and civic-focused talks, Cleveland Cavaliers and Guardians games, the Union Club and the golf course. To learn more about me and V Financial Partners, please visit
Experience
Financial Services Professional
Aug 2012 — Present
Registerd Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency
Education
Ohio University
Bachelor of Business Administration in Accounting and Finance
Ohio University
Student of the Year (2006), Finance Undergraduate
Ohio University
Board Member (2003-2006), OU Student Equity Management Group
Skills
- Estate Planning
- 401k Rollovers
- Equity Research
- Finance
- Equities
- Series 7
- Mutual Funds
- Personal Finance
- Protection Planning/Family Security
- Thought Leadership
- Gifting Strategies
- Investments
- Fixed Income
- Multi-Generational Planning
- Wealth Preservation Planning
- Investment Strategies
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