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Our financial advice team


Patrick T Wayman Ameriprise Financial Advisor

Patrick T Wayman

CRPC®

Private Wealth Advisor

Managing Director
Ashford Wealth Advisors
23
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.

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

Interests

Spending time with my children

Autocross

Reading

History

Community participation

Soccer Coaching Assistant

Volunteer Instructor of Driver's Education Events

Awards & recognition

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

Education

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