Vince is a Managing Partner at Towne Wealth Management where he serves the comprehensive wealth management needs of high-net-worth families including owners of privately held companies and families with multi-generational wealth. Vince offers clients over 30 years of financial services experience with an extensive background in portfolio management for individual and trust investment management needs. As a Chartered Financial Analyst®, Vince is dedicated to providing a disciplined investment approach focused on capital preservation, risk management and prudent growth. Vince was previously a Senior Vice President and Investment Strategist with SunTrust Bank’s Private Wealth Management Division where he spent 15 years.
Through a highly experienced team-based approach, the advisors at Towne Wealth Management deliver comprehensive wealth management services which are tailored to a client’s specific goals and needs, including tax-efficient financial planning; investment management; retirement planning; risk management; and trust/estate planning.
Vince holds a Bachelor of Arts in Economics from Virginia Military Institute and a Master of Business Administration from Virginia Commonwealth University. Vince holds the Chartered Financial Analyst® designation. Vince is a board member of the CFA Society Virginia and a recruiting volunteer for his alma mater Virginia Military Institute*.
*Raymond James is not affiliated with the above organizations.