Vince works with top performing Financial Advisors, Teams, and Firms on successfully streamlining and growing their businesses. He utilizes his 25+ years of leadership experience in the financial services industry to help clients focus on differentiating their practice for business development.
As a new advisor, Vince organically grew a practice into a $500,000 business in his first 4 years with Merrill Lynch. His early success evolved into leadership positions at Merrill Lynch and then Smith Barney. His growth in business and management responsibilities culminated in 5 offices, 60+ advisors and $4 Billion in client assets. In 2010 Vince and a partner conceived, developed, and launched a web-based service to connect buyers and sellers of privately held bank stock, BancList continues under new leadership today.
In 2011, Vince was offered a position with Stephens Inc. to establish and build a Private Client Office in Atlanta. The office experienced tremendous growth during his 4 years as Branch Manager. On January 1, 2016 he acquired and began to reshape RC Whatley & Company, a consulting firm.
