CFP®
Managing Partner / Financial Advisor / Member Owner
It is rewarding to help clients pursue financial milestones like educating children, planning for retirement, or making significant charitable gifts without being weighed down by their financial position.
Wayne is a managing partner and financial advisor in Savant’s Birmingham, AL office. He has a membership interest in Savant.
Wayne has dedicated his career to helping families and business owners design thoughtful, values-based financial plans that reflect their life goals. Since entering the financial services industry in 1988, he has walked alongside clients through complex life transitions – always with a goal of helping preserve the legacy they hope to build and pass on to future generations. His background includes extensive experience advising physicians and entrepreneurs.
As a CERTIFIED FINANCIAL PLANNER® professional, Wayne is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Wayne co-founded Bridgeworth Wealth Management in 2008, where he served as a partner, chair of the Finance Committee, and a member of both the Investment and Steering Committees. In 2023, Bridgeworth joined forces with Savant, where Wayne is committed to helping serve clients with the same care and insight.
Wayne earned a bachelor of science degree in business from Auburn University. He is a member of the Financial Planning Association of North Alabama. In recognition of his commitment to excellence, Forbes named him a Best-in-State Wealth Advisor in 2022, 2023, and 2024.
Wayne is actively involved in his community and mission work, and attends Auburn Community Church. He and his wife Anna have two married children and enjoy traveling, attending Auburn sporting events, and spending time with their family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
2024 Forbes Best-in-State Wealth Advisors: The 2024 Best-in-State Wealth Advisors list published in April 2024 is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Savant did not pay a fee to be included in this ranking.
2023 Forbes Best-in-State Wealth Advisors: The 2023 Best-in-State Wealth Advisors list published in April 2023 is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Savant did not pay a fee to be included in this ranking.
2022 Forbes Best-in-State Wealth Advisors: The 2022 Best-in-State Wealth Advisors list published in April 2022 is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Savant did not pay a fee to be included in this ranking.