What Markets Expect From President Trump
Policy action is needed for the rally to continue.
Wes Vance is an OppenheimerFunds Senior Advisor Consultant for the Eastern North Carolina area. Wes takes a truly consultative approach to supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice.
This includes not only investment expertise, but also acting as a partner to help advisors build and run their practice with the added resource of the award-winning OppenheimerFunds CEO Advisor Institute.SM Wes offers actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.
Wes has been with OppenheimerFunds since 2006. Prior to joining OppenheimerFunds, he worked as a Financial Advisor at Wachovia Securities. He also held the position of Financial Advisor at SunTrust, and began his career at Raymond James. Wes holds a Bachelor’s degree in Finance from The University of Alabama where he also lettered in golf for four years.
Wes holds the Certified Investment Management Analyst®, Chartered Retirement Planning Counselor® and Series 7 and 63 licenses. In his spare time, he enjoys playing golf, traveling, exercising and spending time with his family.
Comprehensive support designed to promote your success