Wayne B.

About Wayne B.

ChFC®-certified Financial Advisor. My areas of concentration are in investment…

Experience

1. Financial Consultant

   Independent Financial Consultant

   Jun 2008 — Present · Huntsville, OH, US

   I assist individuals, families and small businesses with their holistic financial needs. This process begins by finding the gaps in the clients plan, aka the needs. Sometimes the needs are not so obvious. Once I had the opportunity to analyze the client’s situation I spend time with each person describing the appropriate recommendations in great detail. There are numerous examples of people having poor experiences with financial professionals. I feel most of the reason why so many advisors are out-of-touch with their clients is that the advisor fails to regularly meet and develop a personal relationship with the client. Personally, I feel it is naive to assume that one can meet someone a single time and expect to know exactly how to properly guide them. That\'s why I meet my clients at a minimum of twice a year, and sometimes multiple times a year. I want to know them personally so that I can be assured that my recommendations match their goals, behavior, circumstances and life ambitions.I love what I do. The best part about my job is helping others make sense of their financial situation. Whatever stage in someone’s life, the ability to help others is what drives me. The willingness to assist and be patient with the client is what helps me be a better professional for them.*Wayne Brantley is a registered representative offering securities through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC Advisory Services offered through UNITED PLANNERS FINANCIAL SERVICES. Clark Financial Group and United Planners are independent companies.