Peter Wayne

Background

About Peter Wayne

A legal and business professional with over fifteen years of business development, legal, and entrepreneurial experience at a large regional law firm and two financial services companies. A driven and energetic leader with a record of success establishing personal and employer-based goals and then clearly articulating the strategy for achieving those goals in a way that is both understandable and achievable. Passionate about business development with a keen understanding of the important role that community engagement can play in securing both current and future business opportunities. A frequent author of articles and public speaker about issues facing the wealth management industry, such as how best to transition ownership of a business, tax planning, estate planning, special needs planning, and comprehensive financial planning.