Our Team

Team Biographies

Vance B. Gray, Jr., CFP®

Founder/Senior Financial Advisor

Vance began his career in the financial services industry in 1991, and his continuing core belief is that helping clients achieve their respective financial goals is paramount. Vance is a lifelong...

Read More

Amy Bethune

Operations Manager

Amy is a graduate of Husson University and holds degrees in both Accounting and Executive Administration.  After joining VanceGray Wealth Management, Inc. in 1998, as an intern, her strong...

Read More

Dottie Cerbone

Client Service Coordinator

As a self-described ‘people person’, Dottie thrives in her role at VanceGray Wealth Management, Inc. Whether she is setting up appointments with clients, answering client inquiries over the phone, or...

Read More

Patricia Harvey

Para Planner

Patricia joined the VanceGray Wealth Management, Inc. team in September 2008. She describes her job as, “getting clients where they want to go.” As a Para Planner, Patricia establishes client accounts,...

Read More

Ryan Bartlett

Upon graduating from MDI High School in 2011, Ryan enrolled at Husson University where he is currently majoring in Finance. In September of 2012, Ryan joined VanceGray Wealth Management as an intern...

Read More