Wayne Norrid Wetmore Wealth Management

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Team photo for Wayne Norrid Wetmore Wealth Management
Team photo for Wayne Norrid Wetmore Wealth Management

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Advisors

Brandon Wayne

CRPC

Private Wealth Advisor

Visit Brandon Wayne's website

Christina Wetmore

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Christina Wetmore's website

Jacob Norrid

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Jacob Norrid's website


Team

Melissa Jenkins

Melissa Jenkins

Financial Planning Assistant

Roles & Responsibilities

  • Requests and inputs financial planning data for clients
  • Analyzes current and proposed financial and retirement planning outcomes
  • Serves as liaison between clients and advisors for data collection
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Danielle Wavrin

Danielle Wavrin

Business Development Director

Pam Leyden

Pam Leyden

Paraplanner

Qualifications

  • Series 7 and 63 licensed

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Shannon Weisbrod

Shannon Weisbrod

Office Manager,

Client Service Specialist

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Processes money movement requests and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Sherry McCartney

Sherry McCartney

Client Service Specialist

Roles & Responsibilities

  • Scheduling Client Meetings
  • Plan Client Appreciation Events
  • Marketing
  • Client Concierge
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