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Vance W
Series 66
Provo, UT
Merrill
Vance Whitby serves as a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. Since 1998, he has focused on helping affluent clients develop goals-based retirement plans tailored to each life stage. Vance employs an in-depth and realistic process to assist clients in creating predictable income strategies, capital preservation, and pursuit of long-term financial goals. Vance holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and Personal Investment Advisor (PIA) credential. He earned a Bachelor's degree from Brigham Young University and a Master's degree from George Washington University. Utilizing the resources and support available through Merrill Lynch and Bank of America, N.A., he provides clients with integrated estate planning, lending, and insurance strategies. Outside of his professional work, Vance has three daughters and spends his free time cycling, skiing, and enjoying outdoor activities.
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