Canterbury Capital Wealth Management, LLC

Bailey Vance is a financial advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL, holding a Series 66 designation with several years of experience in the industry. Prior to joining Canterbury Capital, Bailey worked at Northwestern Mutual Investment Services LLC and has a background that includes roles at Robert Butler and the University of Alabama. Canterbury Capital Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, and institutional clients. The firm employs a multi-faceted investment process and offers a range of services such as retirement plan consulting and ERISA fiduciary services, managing over $100 million in discretionary assets.

Robert Butler is a financial advisor with Canterbury Capital Wealth Management, LLC in Tuscaloosa, Alabama. He holds a Series 66 designation and has 15 years of industry experience, including a decade at Northwestern Mutual Wealth Management Company. Outside of financial services, Butler is a partial owner of Southern Transportation, a non-financial business. Canterbury Capital Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and qualified employee benefit plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis with a disciplined risk-monitoring framework and serves a relatively high client load per advisor alongside institutional retirement-plan consulting and ERISA fiduciary services.