Mitchell E. Vance - Morgan Stanley Financial Advisor - Santa Barbara, CA
Morgan Stanley
Mitchell E. Vance
Portfolio Management Group
First Vice President
Financial Advisor
Senior Portfolio Manager
1014 Santa Barbara Street
Santa Barbara, CA 93101
tel: (805) 963-3381
toll-free: (800) 874-0282 
fax: (805) 564-7949

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Salvation Army
    Advisory Board
    San Jose, CA
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Private Banking
  • Wealth Management
Education and Licensing
  • BS - Agricultural Business, 1982
    California Polytechnic State University
    San Luis Obispo, CA
  • Series 7 - General Securities License
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 3 - Commodity License
Honors and Recognition
  • Century Council
    Smith Barney
  • 15 Year Loyal Service Award
    Smith Barney
Business Experience
  • 1986 - Present: Morgan Stanley*

    First Vice President
    Portfolio Management Director
    Santa Barbara, CA

Bulletin Board
  • Estate Planning is essential in seeing that your assets are passed on according to your wishes. To learn more, call or send an email.  Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

Mitchell E. Vance is licensed in the following state(s): AL, AZ, CA, CO, FL, HI, ID, IN, KY, MD, MI, MO, MT, NC, NH, NV, NY, OK, OR, PA, TX, UT, VA, WA, WI, WY

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
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