Wayne has been in the financial services industry since 1991 and joined Merrill Lynch Wealth Management in 2011. His focus is on developing strategies for high net worth individuals and families to help meet their long term goals. Wayne has earned the CRPC^®, Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning Institutes Corp.

Wayne’s approach to wealth management is to listen to his client’s goals and concerns and develop a plan for success. While many solutions can be complex, Wayne strives to simplify these solutions that addresses their tolerance, time horizon, liquidity needs and overall investment goals so his clients can easily understand their financial situation.

Wayne is a Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized and defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Wayne will develop strategies to meet your unique needs and goals.

Wayne is a 1985 graduate of Syracuse University with a B.S. in finance. He earned an M.B.A. in 1990 from Lehigh University.  Wayne and his wife, Karen, live in Naples, Florida and have 3 grown children.

To learn more about how Merrill is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com