Topline | Wayne Blanchard

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Wayne Blanchard

Senior Investment Advisor at Money Professionals

Intro Book

Wayne Blanchard is a seasoned financial expert with 36 years of experience in wealth management, portfolio design, and investment advisory, holding a Certified Financial Planner designation.

Claim this Profile

Location

Orlando, Florida, United States, US

Skills

Wealth Management
Financial Planning
Investments
Asset Allocation
Investment Advisory
Retirement Planning
Portfolio Management
Retirement
Wealth
Finance
Management
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Wayne Blanchard has 36 years of experience in financial services, which is a significant amount. He’s a CFP, which is a prestigious certification. He’s worked in various roles, including Senior Investment Advisor and Vice President, which indicates his expertise and capabilities. Location is Orlando, FL, which is a growing city with a strong economy. Financial professionals with his level of experience and certification typically charge higher rates. Maybe around $250–$400 per hour? But considering his extensive experience and CFP designation, maybe higher. Some top financial advisors can charge $500+. Let’s check averages. Financial advisors with his background might average $200–$350. So I’ll estimate around $275}

Bio

Generated by

Topline AI

Wayne Blanchard is a seasoned wealth management expert with 36 years of experience, including a distinguished tenure as Senior Investment Advisor at Money Professionals. He holds the prestigious Certified Financial Planner (CFP) designation, issued by the CFP Board, and has a proven track record of delivering tailored financial solutions to individuals. Blanchard's expertise spans comprehensive financial planning, investment advisory, portfolio management, and retirement planning, with a focus on asset allocation and active portfolio management.

Credentials

CERTIFIED FINANCIAL PLANNER™ Professional

CFP Board

Jun, 1986
- Jun, 2026

Experience

Money Professionals
- Senior Investment Advisor
  - Oct 1987 - Present
  Have worked with Money Professionals since its founding in 1987. Became a Certified Financial Planner in 1986. Worked with primarily individuals to help them reach their finacial goals. This process includes planning, developement, implentation and monitoring. Primary concentration has been p...
Bank of the South, Pensacola, FL
- Vice President
  - Sep 1972 - Sep 1984
  Began as officer trainee and advanced through Vice President. Worked in almost every area of commercial banking--operations, lending, credit cards, etc.

Education

1965 - 1969

University of Florida

1965 - 1969

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Wayne Blanchard

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate