Wayne McFarland, CFP®
Financial Advisor
MEET WITH WAYNE! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. |
ABOUT
With over 30 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Holds the Certified Financial Planner designation
- Holds FINRA Series 7, 65, and 63 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from the University of Central Florida with a BS degree earned.
PERSONAL
I enjoy family time with my two daughters and five grandchildren as well as all the outdoor activities that I can take advantage of in this beautiful State of Florida.