Wayne Lavallee

Wayne Lavallee, CFP®, ChFC®, is currently the Vice President of Wealth Management at UBS Financial Services, Inc., where they have worked since 2015. With over 20 years of experience in accounting and tax practices, Wayne specializes in developing tailored investment strategies for small business owners and high-net-worth individuals. They became a Certified Financial Planner Practitioner in 2002 and a Charter Financial Consultant in 2008. Wayne's educational background includes a Bachelor of Science in Accounting from the University of Delaware, earned in 1981. Outside of their professional pursuits, they are an active member of the Self-Realization Fellowship church and enjoy meditation, playing guitar, and spending time with their partner, Judy Lavallee.