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Patrick T Wayman, Private Wealth Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Patrick T Wayman

CRPC

Private Wealth Advisor

Ashford Wealth Advisors
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Massachuestts, BA Summa Cum Laude, Commonwealth Scholar

Awards & recognition

  • Five Star Wealth Manager, 2013
  • Ameriprise Circle of Success, 1998 - 2012

Community participation

Volunteer Instructor of Driver's Education Events

Interests

Traveling with my Wife and three children