Join us this month to hear Wayne Stutzer speaking on the "Second Half Coming Up - A Look Back and A Look Ahead"
Senior Vice President - Financial Advisor
RBC Wealth Management
Wayne believes in working with two distinct groups of clients. His first specialty is assisting those individuals who have reached a stage where they need to generate income from their investment accounts. This may consist of IRA distributions, tax free income from municipal bonds, or other sources of income from a diversified portfolio. His second area of focus is guiding people through turbulent financial markets during the phase of life when they are accumulating assets for retirement.
Wayne simplifies complicated investment issues for his clients through effective education and regular communication. He believes that long term relationships built on high quality service and a proven investment discipline provides the basis for turning individual goals into reality.
WEALTH MANAGEMENT APPROACH
Wayne is a part of a highly experienced team to work with you, develop strategies, and recommend personalized solutions designed to help accumulate, protect, and transfer your wealth. The approach is flexible and accommodates your unique situation.
Understanding Your Financial Objectives - We begin by listening to understand you and your financial objectives.
Gathering Your Current Financial Information - Together, we gather specific information on your financial picture.
Developing Smart, Time-Tested Strategies - Next, we analyze your financial and personal information to match your objectives with sound strategies. These are personalized to each client's situation.
Implementing Thoughtful and Creative Solutions - We develop customized solutions tailored to your objectives, drawing from a wide selection ofworld-class products and services. Investment portfolios are unique to each client.
Providing Timely, Ongoing Service - We regularly review your situation to help ensure your financial objectives are being met.
Wayne has over 28 years of experience educating investors and helping them achieve their financial goals. He hosts a radio talk show every Sunday from 8:00-10:00 a.m. on Newsradio 92.3 FM. During his program he discusses important current events impacting the market and answers listener questions. In addition, Wayne can be seen daily at 5:20 a.m. on Fox 10 News. For the last 26 years, Wayne has taught courses for Phoenix College and Rio Solado through their life-long learning programs. He focuses on educating adults on current events and their potential impact on the financial markets. He graduated Summa Cum Laude with a bachelor's degree from the University of Minnesota. Wayne has a master's degree in educational psychology.
In his free time Wayne enjoys reading and playing tennis. He supports the Humane Society and is a former president of Project Arts, an outpatient organization that serves chronic, mentally ill adults. He has served on the board of directors for the John Waddell Master Apprentice Program and the Scottsdale North Rotary Club. He also sat on the advisory board for public television and is currently a member of Council for Jews with Special Needs.
Our sponsor for March is DR Paint:
DR Paint is a locally owned commercial and residential painting company that has been serving Metropolitan Phoenix since 2003. The company specializes in protective coating applications such as elastomeric coatings, epoxy coatings and paint for HOA'S, apartment complexes, single family residences, hotels, commercial buildings, malls, condominiums, parking structures, playgrounds, industrial parks, tanks, service stations, municipalities and government projects.
As project scopes often range from individual residential painting jobs to master planned communities, DR Paint can provide any number of workers to cover the project in an efficient period of time. Specialized workers are used for repair jobs relating to drywall, stucco and concrete, as well as garage floors and roof coatings. DR Paint holds contractor licenses for both commercial and residential painting, and has an A+ Rating with the Better Business Bureau. The company is also a member of AACM, the Arizona Association of Community Managers.
Kim Roberts, the Marketing Representative for DR Paint, works closely with Community Managers, Leasing Agents and property owners in finding solutions to their painting and protective coating needs. She handles the social media, advertising and marketing for DR Paint, as well as representing the company as a vendor at community events.
With a background in business marketing, small business development and commercial mortgage banking, Kim understands the importance of maintaining and adding value to leased properties. She has a bachelors degree in Global Business Management and an MBA, both from ASU, as well as an Arizona real estate license. Kim is a proud member of the Goodyear White Tanks Rotary Club and enjoys volunteering in the Southwest Valley community.