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Gary C. Vance
Gary C. Vance
Consulting Group
Vice President - Wealth Management
Senior Investment Management Consultant
Guided Portfolio Manager
Financial Planning Specialist
110 North Main Street
Suite 1100
Dayton, OH 45402
tel: 937-223-4080
toll free: 800-223-0644
fax: 937-223-4010
Email Me
Welcome Education Services Honors Associations
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • Graduate Work in MBA Program
    The Ohio State University
    Columbus, OH
  • BBA - Economics, 1975
    Ohio University
    Athens, OH
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Retirement Planning
  • Municipal Bonds
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Education Planning
  • Investment Policy Statements
  • Corporate Retirement Plans
  • 401k Rollovers
  • Insurance Services
Honors and Recognitions
  • President's Council, 1992 - Smith Barney
  • Century Council, 2003 - Smith Barney
  • Eagle Scout
Associations
  • Miami Valley Council Boy Scouts of America
    Council Advisory Board & Council Investment Committee, Assistant Scout Master
    Troop 413
    Dayton, OH
  • The Ohio State University Alumni
    Columbus, OH
Bulletin Board
  • If you would like us to review your retirement planning strategy, please speak with us.
Gary C. Vance is licensed in the following state(s): CA, CO, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, NC, ND, NY, OH, PA, SC, TN, TX, VA, WA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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