CFP®
Managing Partner / Financial Advisor / Member Owner
It is rewarding to help clients pursue financial milestones like educating children, retiring comfortably, 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 focused his career on helping families and businesses establish thoughtful and unique financial plans reflecting their values and life goals. He walks with clients through complex life transitions with an eye toward preserving the legacy they want to create and pass on to the next generation. His experience includes significant time spent advising physicians and business owners.
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 has been involved in the financial services industry since 1988. He co-founded Bridgeworth Wealth Management in 2008 and served as a partner, chair of the Finance Committee, and member of the Investment and Steering Committees until Bridgeworth joined with Savant in 2023.
Wayne is a member of the Financial Planning Association of North Alabama. Forbes recognized him in 2022, 2023, and 2024 as a Best-in-State Wealth Advisor.
Wayne earned a bachelor of science degree in business from Auburn (AL) University.
Wayne is a member of Leadership Vestavia Hills and the Auburn Alumni Association, and he attends Auburn Community Church. Wayne and his wife Anna have two married children and one grandchild, and enjoy traveling, attending Auburn football games, and spending time with family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.