Rob Wayland, Director
Robert Wayland, CFP© brings over 15 years of experience in the financial services industry. He is a Certified Financial Planner licensee and a Retirement Distribution Specialist. He graduated with honors from the University of Florida in 1996 with a double major in Finance and Insurance.
Rob believes in consultative planning and assists his clients in all areas of financial planning to include investment, asset management, insurance, tax shelter planning, and overall estate planning. His experience working in the home office of Franklin Templeton, as a Financial Specialist at Wachovia Bank, and wholesaling Retirement Distribution Strategies gives him a solid background to bring best solutions practices to his clients. Rob’s clients are primary small business owners and physicians.
Rob has been in the Tampa Bay area for 35 years and is very active in the community. His recent committee positions include the membership community for the Skip Cline Young Leadership Society which supports the charitable foundation for the local hospital and served as the President of the Tampa Bay chapter of Cystic Fibrosis Foundation for 2 years. He is currently active with the Cystic Fibrosis Foundation and Salvation Army volunteering his time. He also sits on the George Morris Earn as You Learn Foundation supporting Morton Plan nursing school. Rob resides in Belleair with his wife Holly, daughter Allie, and most recent addition, son Austin.