Vance Walker, AWMA®, CPFA®
Founding Partner & Wealth Advisor
For more than 25 years, Vance has been building relationships with clients, along with their trusted professionals, believing that core values and personal service still matter. Before founding Advantis Wealth Partners, Vance was with LPL Financial, and established a retail investment program for a Jacksonville based financial institution. Prior to that, Vance was with UBS and Wells Fargo. Having served in both client-facing and management capacities gives him a unique perspective on the industry.
In 2022, Vance decided it was time to create an independent firm, where the quality of relationships is more important than spreadsheets and corporate objectives. Further, a firm where partnerships exist between Advisors and clients, as well as partnering with a client's other Advisors, CPA’s, and Attorneys. To that end, Advantis Wealth Partners was founded. For added support, Advantis Wealth Partners chose Commonwealth to act as its Broker-Dealer/Investment Advisory Firm, based on its 40-year history, reputation for integrity, and first-class service. “Right away, I could tell that Commonwealth would allow me to work with clients on our terms, and never make me compromise the values and priorities my clients have come to expect from me.” –Vance Walker
When Vance isn’t in the office, you’ll probably find him at a sporting event or inshore fishing. He and his wife Allison have been married for 25 years, are proud parents of two sons, Will and Ryan, and one very spoiled German Shorthaired Pointer named Callie. Vance is originally from South Carolina and graduated from Presbyterian College with a degree in Business Administration. He and Allison have called Jacksonville home since 1997 and live in the Avondale area.
William “Bill” Beck
Partner & Wealth Advisor
Bill joins Advantis Wealth Partners as the owner of Total Business Solutions, a firm founded by his father. In his 40-year financial services career, he has both a securities and insurance background and has served as a valuable resource to many families and businesses whose relationships he has fostered. Bill’s knowledge and experience allow him to not only problem solve, but also articulate strategies to solve complex issues in a way that’s easy for his clients to understand.
Bill graduated from Georgia State University with a BBA in Insurance and Risk Management and is a Charter member of American College PACE (Professional Achievement in Continuing Education) program. In addition to FINRA Series 7, 63 & 65 licenses, he also maintains a Series 24 (Registered Principal) and Series 27 (Financial and Operations Principal). Bill has been an Investment Advisor Representative and Registered Representative of Commonwealth Financial network since 2008.
“Bill’s knowledge of the qualified plan marketplace including 401(k)s, pensions and other deferred compensation agreements, make him the go to resource for Business Services at Advantis Wealth Partners “ – Vance Walker
Outside of work, Bill and his wife Mary enjoy spending time with their three daughters and Bill is affectionately known as ”Pops” to his four grandchildren. While slow to reveal his single digit handicap, he loves to play golf anytime the opportunity presents itself.
Gartrell Milam, CRPC®
Partner & Wealth Advisor
A Jacksonville native with over 20 years in the financial industry, Gartrell specializes in guiding high-net-worth individuals and families through all aspects of wealth management. He earned his degree in International Business with a minor in Spanish from the University of Georgia and holds Series 7, Series 66, and insurance licenses.
After successful tenures at UBS Financial Services and Raymond James & Associates, Gartrell joined Advantis Wealth Partners. Independence has long been his professional goal, as it enables him to deliver the high-touch, objective service that discerning clients value most, all while free from corporate constraints.
Outside the office, Gartrell enjoys life with his wife, Leigh, and their two sons, with whom he loves sharing his passions for dog training, fly fishing, surfing, skateboarding, music, and appreciating the beauty of God’s creation.
A Roy Fuller, Jr.
Advisor
Roy began his career at National Financial Resources Inc. in 1980, and became Principal of Fuller Financial Services, an independent financial advisory firm, in 1994. Roy has been a fixture in the Northeast Florida and Southeast Georgia civic and professional communities. Roy has been a periodic contributor to Florida Times-Union’s “Your Money” section, past President and Board Member of the Estate Planning Council of Northeast Florida, Charter member of Planned Giving Council of Northeast Florida.
“Having Roy as a partner, and his willingness to share his knowledge and experience is a windfall from both a client and practice perspective, we are grateful that he agreed to serve the role of ‘Advisor to the Advisors’ at Advantis Wealth Partners.” -Bill Beck
Kristina Danese
Licensed Wealth Associate
Kristina joined her father, Bill Beck, shortly after earning her degree in History from The College of William and Mary in 2011. Originally an Administrative Assistant, Kristina was promoted to Insurance Sales/Registered Representative when she earned her FINRA Series 7, Series 66 and Florida insurance licenses in 2014.
Kristina’s serves in a variety of roles with Advantis Wealth Partners, but she is uniquely qualified in health insurance. As an independent contractor for Florida Blue, including Marketplace Insurance and Medicare placements. Kristina spends time with our clients, getting to know their specific circumstances, so she can help clients select the health, vision or dental plan that best suits their needs. She also assists our team with providing client solutions, managing relationships and handling projects.
“It’s not common to see these offerings within a single firm, but I believe it shows to our clients just how comprehensive we believe planning should be.” – Vance Walker
Kristina grew up in Jacksonville and graduated from Bishop Snyder High School. An avid gymnast since age 6, she went on the become a member of the Division 1 NCAA Gymnastics Teams of Pennsylvania State University and The College of William and Mary. Today, Kristina enjoys coaching at the Jacksonville Academy of Gymnastics. She and her husband Josh have a daughter.
Kimberly Markey
Client Service Coordinator
Kimberly "Kim" Markey joined our team in June of 2024 as a Client Service Coordinator. Kim's role is to fulfill client service requests from common to complicated. She works to ensure that every client has an authentic and personalized service experience that exceeds expectations. Her professionalism and ability to jump into any situation with a smile really stands out.
A native of Pennsylvania, Kim moved to Ponte Vedra 12 years ago. She brings experience with client interface while being an Executive Assistant at a Construction Management Company and a Life Insurance Company.
Kim has been married for 31 years to her Highschool sweetheart, Sean, and has 2 beautiful children, Ashley and Casey. She loves golfing, reading, spending time with her family, traveling and playing with her adorable Shihtzu, Lexi.
Kim takes great pride in her attention to detail, her organizational skills, family and relationships. All of these things are what make Kim, Kim.
