About

Meet Vance Walker

Vance Walker

T. Vance Walker, AWMA

Vance Walker is a graduate of Presbyterian College, and began his professional career in the financial services industry as an Intern at PaineWebber in 1996. Prior to becoming the Director of Investment Services of Jax Federal Credit Union in 2005, Vance was a Financial Advisor with UBS and Wachovia Securities.

He is currently affiliated with LPL Financial, one of the nation’s leading diversified financial services companies and the largest independent broker/dealer*. As an Accredited Wealth Management Advisor, Vance simplifies the investment process for individuals; trust accounts, and institutional clients through comprehensive financial planning, brokerage, insurance, and retirement solutions.

Away from the business, Vance enjoys boating, fishing, and spending time with his wife and two sons.

*As reported by Financial Planning magazine, June 1996-2012, based on total revenue.

 

 

Meet Susie Clauson

Susie Clauson

Susie Clauson

Susie Clauson is a graduate of Lewis University with a degree in project management. She has a broad background working on projects for municipal and international companies.

Susie joined Jax Federal Credit Union in 2010 as an assistant and project manager to the Chief Operations Officer. By transitioning to the position of Investment Services Coordinator, Susie is able to support and assist Vance in service to Jax Federal Investment Services clients.

Susie and her husband moved from Chicago to Jacksonville, and are enjoying the warm weather and all Jacksonville has to offer.