Vance Garwood


Financial Advisor, RJFS

Toll-Free: 800-225-8828

VANCE.GARWOOD@RAYMONDJAMES.COM

 

Vance was first introduced to Dave Ramsey through Financial Peace University over 10 years ago. Immediately, he recognized the common-sense principles Dave teaches paralleled those of his own. Since then, Vance has led multiple Financial Peace University classes and has observed first-hand how lives can be changed by following Dave’s principles. Considering Vance believes in Dave’s principles, it was a natural fit for Vance to become a Dave Ramsey SmartVestor PRO™ where he has helped countless families put together a plan to save and invest for the future.  

Vance grew up in a farming and ranching community south of Atkinson, Nebraska, and was very involved  in the family cow/calf operation. Throughout high school he drove eighteen miles each way to Atkinson where he attended and graduated high school while being involved in many activities including sports and FFA.

After high school graduation, he went on to attain his bachelor’s degree in business management from Pensacola Christian College. It was during this time that Vance became very interested in financial planning and investing. The ability to combine these interests with the desire to help people achieve their goals led to his career as a Financial Advisor.

In 2008, after three years at his previous financial advisory firm, Vance joined S.J. Prill Financial & Investment Planning, Inc. This move provided him with the resources to offer his clients a full range of financial services. He and the team work with clients on an individual basis to create truly personalized, comprehensive wealth strategies that run the gamut from basic needs to complex goals.

Vance considers it his responsibility as a financial advisor to always serve his clients with honesty and integrity. In doing so, all recommendations and decisions on behalf of his clients will be solely in their best interest.

Considering financial planning crucial, Vance obtained the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. Vance is currently the President Elect of the Financial Planning Association of Kansas.

Vance is very involved in the Wichita community. He is a Past President of the Wichita Downtown Lions Club, a member of the Wichita Rotary Club, and a member of Fellowship of Companies for Christ International. Vance is a board member of the Union Rescue Mission and is a Big Brother in the Big Brothers, Big Sisters program.

Vance enjoys spending time with his wife, Ellie, as well as their three girls, Stella, Hazel, and Georgia. In his leisure time, Vance enjoys continuing his love of the outdoors developed growing up on the family ranch by maintaining and improving their acreage in Andover. Vance and his family are members of Metro East Baptist Church where Vance and Ellie have and continue to serve in various capacities.

 


Smartvestor

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.