Wayne Fortune

Background

About Wayne Fortune

Solutions-minded and innovative with extensive experience in providing strategic, fact-based financial advice to high-net-worth clients. Adept at leveraging background in branch banking and operations with an acuity for community outreach and public relations to drive new business development, account acquisition, and retention. Capacity for communication, collaboration, and leadership, fostering associations across internal functional hierarchies and engaging with external stakeholders to facilitate operational objectives. I am committed to connecting ultra-high-net-worth families with the banking, credit and wealth planning services and strategies that can improve their whole family's financial well-being. I explore what you value in life and business and use this information to form a hand-picked team to advise you. I am persistent and determined when advocating for your needs and I do not hesitate to help you pursue your most challenging goals. I welcome the opportunity to assist the next generation with their evolving financial lives, helping them with banking and credit needs, budgeting and getting started with wealth management on their own.