Wells Fargo Advisors
42yrs
Top advisor by experience in Owensboro
26yrs
Patrick Vance is a fiduciary financial advisor in Owensboro, Kentucky, with 26 years in the industry. Patrick joined Truist Advisory Services in 2021, after three years at BB&t Securities and two years at BB&t Investment Services. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 89 advisors with offices in Owensboro, and one of 77 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 21% by experience in Kentucky
Office3506 State Rte 54, Owensboro, KY 42303
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowTruist Advisory Services, Inc.Current firm
- 2018 – 2021BB&t Securities, LLCPreviously
- May 2016 – Jan 2018BB&t Investment Services, Inc.Previously
Contact Patrick
Local office(270) 688-7734Ask for Patrick. (800) 874-4770Main office · Atlanta, GA 3506 State Rte 54Owensboro, KY 42303Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (270) 688-7734 or the Truist Advisory Services main office at (800) 874-4770, and ask for Patrick Vance.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2000, about 26 years. Top 21% by experience in Kentucky.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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