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Wayne S
CFP®, Series 66
South Burlington, VT
Private Advisor Group, LLC
Wayne Segear is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2021. His prior experience includes roles at Invicta Advisors, Trustmont Financial Group, VOYA Financial Advisors, and founding business names such as Inspire Wealth Group and Financial Coaching Services, Inc. He is also a partner in Ellsworth Segear & Company, a CPA firm offering tax and consulting services, through which he provides tax advice and preparation separate from his advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based advisory model uses technology platforms and a variety of investment strategies, often implementing advice through third-party managers and managed account programs.
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