Vince joined IM Wealth Partners in 2025 after a three‑year tenure with Morgan Stanley, serving as a dedicated financial advisor. He collaborates with clients on holistic financial planning—covering college saving strategies, retirement planning, investment management, and insurance solutions. Vince holds his Series 7 and 66 securities licenses, along with life and health insurance licenses—fully equipped to guide clients across a wide spectrum of financial needs. A graduate of Trinity College, Vince played on the school’s baseball team. Outside of work, he enjoys being out on the golf course and spending time with friends and family.