Meet Our Associates

Legacy Wealth Management Group of Wells Fargo Advisors was born out of a collective commitment to comprehensive planning, exempliary service and prudent asset management practices.
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Jeremy Vance, MBA CFP®

Jeremy Vance, MBA CFP®

      Senior Financial Advisor
      Senior Vice President - Investments
      Senior Fundamental Choice Portfolio Manager

      My purpose is building lasting connections with people and my passion is investments and financial strategies.  Having the privilege to be a financial advisor with Wells Fargo Advisors is a dream career for me.  My personal mission as an advisor is to use my extensive background to optimize my clients’ financial lives which includes avoiding unnecessary financial risk.
       
      Prior to joining Wells Fargo Advisors in 2016, I worked for five years as a Senior Private Banker with Morgan Stanley Private Bank, N.A. My experience also includes positions with Merrill Lynch Wealth Management and Bank of America.  I hold a Master’s degree in finance from Texas A&M University – Commerce.  In continuing my education, I subsequently earned a CERTIFIED FINANCIAL PLANNER™ (CFP®), practitioner designation from the University of Texas at Austin.  This prestigious board certification means that I have met stringent knowledge and experience requirements in a broad array of disciplines including investment management, estate planning, insurance, retirement planning and income tax.  In addition, the CFP® moniker requires a commitment to a strict ethical code and fiduciary standard.

      Personally, I am a constant reader and a regular runner.  My family’s volunteer efforts focus on organizations that we hold very dear to our hearts including the Central Texas Food Bank and Head for the Cure brain cancer research.  Most importantly, I’m an exuberantly proud family man living in South Austin with my wife Jennifer and our twins, Collin and Camille.

      CFP® Credentials
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      Will Locke, CFP®, MBA

      Will Locke, CFP®, MBA

          Senior Financial Advisor
          Senior Vice President - Investments
          Senior Fundamental Choice Portfolio Manager

          As a Financial Advisor, I am dedicated to providing holistic financial advice and investment management. Through a customized investment approach, I help clients develop and implement strategies for building and preserving wealth and realizing their goals. As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust Services, Insurance, as well as various customized and more traditional lending products.

          I hold a Master’s degree in Business Administration from St. Edward’s University. I have also earned the CERTIFIED FINANCIAL PLANNER, or CFP®, professional designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this prestigious designation, I studied five core competencies: investments, retirement, estate, income tax, and insurance. The CFP® certification requires a commitment to a strict ethical framework, and I am held to a fiduciary standard when providing financial advice. I keep my professional acumen sharp through my engagement in the FinancialPlanning Association®.

          My wife, Erin, and I are experiencing the joys of parenthood with our children, Emma and Maddie. We also enjoy incorporating our two dogs, Orly and Sadie, into our personal lives, as we experience all Austin has to offer.

          As a Portfolio Manager, I create and manage customized investment portfolios for my clients. I utilize Wells Fargo Investment Institute’s guidance and insight in this process*. I am committed to delivering a high-quality investment solution that is designed to preserve and grow client assets through various market cycles and economic conditions.

          CFP® Credentials
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          Chelsea Daniel

          Chelsea Daniel

              Senior Registered Client Associate

              As a Senior Registered Client Associate, I fully support Senior Financial Advisors Jeremy Vance and Will Locke of Legacy Wealth Management Group of Wells Fargo Advisors in their pursuit of excellence with their clients. I have always been dedicated to providing you the trusted advice and exceptional service you deserve. My role is attention to details in areas such as investment maintenance, strategy implementation, and practice management execution. I also engage with Clients to deliver an exceptional level of service for requests such as money movement, answering questions, and assistance with operational tasks such as opening and maintaining accounts. As an industry veteran with 26 years of financial services experience, I have helped Advisors and Clients navigate multiple market cycles. We appreciate your business and thank you for trusting us with your financial investments and future success.

              I grew up in Baltimore, MD then moved to Burlington, Vermont, where I’ve spent most of my life. I moved to Austin to be close to my wonderful children, Electra and Justin. I’m very proud of the fine young adults they have become. In my spare time, I enjoy my four dogs, I call Meatball and the Munchkins, one large and three tiny. I also love dancing and have spent many years (most of my life) studying Argentine Tango, Savoy, and Hollywood style Lindy Hop and Ballroom. My favorite place to be is on the dance floor and spending time with the wonderful friends I’ve met through the dancing community. My prior community involvement led me to an opportunity to serve as Board President for 15 years to Non-Profit-Vermont Dental Care. I’m committed to the mission of providing free dental care for low-income children, which is vital for health and a chance for confidence in their future.
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              Kenny Truong

              Kenny Truong

                  Senior Registered Client Associate

                  My purpose is providing customer services for clients and advisor through lifelife-long connections in professional financial investments. My personal mission as a Client Associate is to help the advisors sustaining and growing their business portfoliosportfolios. I provide professional support to service customers, clients, and Financial Advisors.

                  I have over 15 years experience in financial investment. Prior to joining Wells Fargo Advisors in 2012 , I worked as a wealth management consultant & advisor recruiter with HD Vest Financial Services. I also worked at CUSO Financial Services L.P. as a Financial Advisor. I hold a Master of Science degree in Telecommunication from Southern Methodist University, and I have a Bachelor of Science degree in Electrical Engineering from the University of Arkansas. In additional with the disciplines I gained from the engineering background, I am a registered Client Associate with FINRA Series 7, 63 , 65 , and Texas Insurance license. I also have the Certified Fund Specialist.

                  I love sports, especially tennis & golf. I like fitness & outdoor activities. I am a family man who has been married for over 20 years, and we have a beautiful daughter. I love travelling with my family, and as a family, we participate in many community outreach events that are resonated to many others including health, financial literacy, and STEM Educations.