Vance Anderson

Vance Anderson, CIMA®, APMA®
Assistant Vice President Portfolio Management Officer Truist Investment Services, Inc.
The Lighthouse Group of Truist Investment Services, Inc.

3605 Glenwood Avenue

4th Floor,

Raleigh, NC 27612

Vance.Anderson@truist.com

Phone 919-571-9241

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About me

Background

Prior to joining Truist, Vance worked as an accountant with a regional public accounting firm focused primarily on individual, corporate, and flow-through entity taxation and researching complex tax issues1. He also has experience in small business consulting, including conducting feasibility analyses and market research for real estate development projects. 

Originally from Placerville, California, Vance moved to North Carolina after serving seven years in multiple overseas locations with the U.S. Air Force. Vance was a distinguished graduate from the Air Force Security Forces Academy, receiving two Air Force Achievement Medals for his overseas service. 

Vance graduated first in his class with a bachelor’s degree in business administration with a minor in accounting and a Master of Business Administration from Campbell University. He then earned a Master of Accounting degree with a tax concentration1 from the University of North Carolina at Chapel Hill. He also holds Certified Investment Management Analyst® and Accredited Portfolio Management Advisor® designations. 

1Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s in Business Administration (Accounting minor)
Campbell University
MBA
Campbell University
Master of Accounting
University of North Carolina at Chapel Hill

Personal Interests

Vance, Summer, and their son, Grayson live in Sanford, NC.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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