Wayne Davis

Financial Planner

About

Wayne Davis brings over 25 years of comprehensive financial planning experience to the GWM Adviser Services team. Specializing in retirement planning and wealth management, Wayne has dedicated his career to helping clients achieve their long-term financial goals. With a deep understanding of market dynamics and a patient, listening-first approach, Wayne crafts personalized strategies that align with his clients’ aspirations. A firm believer in continuous education, he stays ahead of industry trends to offer the most current and effective advice.

Skills

Retirement planning
Wealth Management
Market Analysis
Risk Management
Client Communication
Strategic planning

Contact info

Linkedin