Wayne Locke, CFP®
Matson Financial Advisors, Inc.
As a CERTIFIED FINANICAL PLANNER™ professional serving families in the community for over 25 years, Wayne has a broad range of experience working with affluent families through the life cycle of wealth accumulation, preservation, and distribution. The concentration of his work is centered around identifying and analyzing challenges that affluent families face then developing specific strategies to mitigate taxes, protect and build assets, and final distribution.
Wayne is a native of CT and resides in New Milford with his wife Yvonne and his step-children
Lizz and Ross. He is a terrible golfer…but it’s an excuse to go to Arizona in the cold weather.
Other activities include water skiing, hiking, and fitness.
Wayne Locke is a Registered Representative and Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services also offered through Matson Financial Advisors, Inc. Cetera is under separate ownership from any other named entity.