Wayne Harris, Cfp®
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Wayne Harris, Cfp® Email & Phone Number

Location: Birmingham, Alabama, United States 3 work roles 1 school
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Current company
Role
Member Owner
Location
Birmingham, Alabama, United States
Company size

Who is Wayne Harris, Cfp®? Overview

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Quick answer

Wayne Harris, Cfp® is listed as Member Owner at Savant Wealth Management, a with 160 employees, based in Birmingham, Alabama, United States. AeroLeads shows a matched LinkedIn profile for Wayne Harris, Cfp®.

Wayne Harris, Cfp® previously worked as CFP® / Partner at Bridgeworth, Llc and Partner at First Financial Group Of The South, Inc.. Wayne Harris, Cfp® studied at Auburn University.

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Email format at Savant Wealth Management

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Savant Wealth Management

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Profile bio

About Wayne Harris, Cfp®

Wayne has focused his career on helping families and businesses establish thoughtful and unique financial plans reflecting their values and life goals. Having been involved in the financial services industry since 1993, Wayne walks with clients through complex life transitions with an eye toward preserving the legacy they want to create and pass on to the next generation. His experience includes significant time spent advising physicians and business owners.Wayne co-founded Bridgeworth Wealth Management in 2008 and served as a partner, chair of the Finance Committee, and member of the Investment and Steering Committees until Bridgeworth joined with Savant in 2023.Wayne earned a Bachelor of Science degree in business from Auburn (AL) University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of North Alabama. Forbes recognized him in 2022 and 2023 as a Best-in-State Wealth Advisor.Wayne is a member of Leadership Vestavia Hills and the Auburn Alumni Association, and he attends Brookwood Baptist Church. Wayne and his wife Anna have two adult children and enjoy traveling, attending Auburn football games, and spending time with family.

Current workplace

Wayne Harris, Cfp®'s current company

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Savant Wealth Management
Savant Wealth Management
Member Owner
rockford, illinois, united states
Employees
160
AeroLeads page
3 roles

Wayne Harris, Cfp® work experience

A career timeline built from the work history available for this profile.

Member Owner

Current

Birmingham, Alabama, United States

Bridgeworth joined forces with Savant Wealth Management on November 30, 2023.

Nov 2023 - Present

Cfp® / Partner

Bridgeworth, Llc

Birmingham, Alabama Area

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. The firm consists of more than 50 advisors and staff members, each with distinct talents, abilities and areas of expertise in financial planning. With more than 23 CERTIFIED FINANCIAL PLANNER™ professionals, Bridgeworth, LLC is one of the largest groups of CFP® practitioners in the region with offices in… Show more Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. The firm consists of more than 50 advisors and staff members, each with distinct talents, abilities and areas of expertise in financial planning. With more than 23 CERTIFIED FINANCIAL PLANNER™ professionals, Bridgeworth, LLC is one of the largest groups of CFP® practitioners in the region with offices in Birmingham and Huntsville. Many advisors have additional credentials including: Certified Public Accountants (CPA), Chartered Retirement Planning Counselor® designees (CRPC®), Chartered Financial Consultant® designees (ChFC®), Chartered Life Underwriter® designees (CLU®), and Chartered Financial Analyst® charter holder (CFA®). Regardless of whether you need guidance with your retirement planning, prudent asset management, assistance with education planning or leaving a legacy to your family or favorite charity, we can provide the strategies and common sense direction to work toward your goals and objectives. Our firm adheres to the fiduciary standard of acting in our clients’ interests at all times while providing a holistic financial planning and wealth management experience.Bridgeworth, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Bridgeworth, LLC and its representatives are properly licensed or exempt from licensure. For a list of states in which I am/we are registered to do business, please visit: http://www.bridgeworthllc.comSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less

Oct 2008 - May 2024

Partner

First Financial Group Of The South, Inc.

Birmingham, Alabama Area

Aug 1988 - Oct 2008
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 160 employees →

1 education record

Wayne Harris, Cfp® education

FAQ

Frequently asked questions about Wayne Harris, Cfp®

Quick answers generated from the profile data available on this page.

What company does Wayne Harris, Cfp® work for?

Wayne Harris, Cfp® works for Savant Wealth Management.

What is Wayne Harris, Cfp®'s role at Savant Wealth Management?

Wayne Harris, Cfp® is listed as Member Owner at Savant Wealth Management.

Where is Wayne Harris, Cfp® based?

Wayne Harris, Cfp® is based in Birmingham, Alabama, United States while working with Savant Wealth Management.

What companies has Wayne Harris, Cfp® worked for?

Wayne Harris, Cfp® has worked for Savant Wealth Management, Bridgeworth, Llc, and First Financial Group Of The South, Inc..

Who are Wayne Harris, Cfp®'s colleagues at Savant Wealth Management?

Wayne Harris, Cfp®'s colleagues at Savant Wealth Management include Colin Malec, April Grossman, David Calderon, Cortnee Usmiller, and Kim Tucker Fpqp.

How can I contact Wayne Harris, Cfp®?

You can use AeroLeads to view verified contact signals for Wayne Harris, Cfp® at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Wayne Harris, Cfp® attend?

Wayne Harris, Cfp® studied at Auburn University.

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