Vance has worked in the Private Client Group at RBC Wealth Management since 1988 and is a member of both RBC Wealth Management’s Senior Portfolio Director Group and Institutional Consulting Group. He is the lead advisor for the Falbaum Crowley Investment Group, a team within RBC Wealth Management, which assists clients in developing and implementing wealth management and protection strategies for their business and family assets.
Experience
Vance has been with RBC Wealth Management for more than 35 years, assisting clients across the Nation to develop and implement wealth management, protection, and transition strategies for their families and businesses.
Education, licenses and professional endeavors
- Member of the Investment and Wealth Institute (IWI)
- Member of the National Association of Plan Advisors (NAPA)
- Member of the Western Pension Benefits Conference
- Member of RBC Wealth Management’s Senior Portfolio Director Group
- Member of RBC Wealth Management’s Institutional Consulting Group
- Graduate - Virginia Tech, Bachelor of Arts, Communications
- Graduate - University of Arizona, James E. Rogers College of Law,
- Master of Legal Studies, Magna Cum Laude
- IWI Certified Investment Management Analyst (CIMA) - Wharton School (University of Pennsylvania)
- IWI Certified Investment Strategist - Stern College of Business (New York University)
- Accredited Wealth Manager (AWM) - Estate and Wealth Strategies Institute (Michigan State University)
- Passed the Series 7, 9 and 10 (formerly the Series 8), 63 and 65 securities licenses
- Registered under NMLS#1588229 through City National Bank
Recognitions
- 2021, 2022, 2023 & 2024 Forbes Best-In-State Wealth Advisor
Community involvement
- DM-50, Member
- Tucson Airport Authority Board of Directors, Secretary
- Goodwill Industries of Southern Arizona, Board of Directors
- Southern Arizona Leadership Conference, Member
- Salpointe Catholic High School Investment Committee
- Emeritus Board member, Boys and Girls Clubs of Tucson
Personal
- He is married with four sons and has lived in Tucson since 1988
CIMA® — One of the premier investment consulting designations in the industry, offered in conjunction with the University of Pennsylvania, Wharton. The CIMA® offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement. There are currently over 5,000 designees, including a number in Canada and Australia.
CIS — Attendees learn complex portfolio construction techniques utilizing alternative investment strategies, trust structures, risk budgeting and VAR (value at risk) methodologies. (The Certified Investment Strategist was a one-time program offered by IMCA and the New York University, Stern School of Business. The program has evolved into the Investment Strategist Certificate program.)
AWM — Offered in conjunction with the Esperti Peterson Institute at the University of Michigan, AWM certificate holders have demonstrated a commitment to their trade by attending 60 hours of continuing education on subjects related to broad financial planning and family wealth transfer issues.