Wayne Patterson, CPA, CFA, AIF®

Senior Advisor

As a Senior Advisor, Wayne specializes in helping clients with portfolio allocation, investment analysis, retirement, and tax planning.  He is a member of the FAI Investment Committee and is involved in a variety of investment and planning related projects.

Wayne enjoys traveling and is a sports enthusiast.

Areas of Focus

Wayne's focus is helping families develop and maintain retirement income plans that fit their long-range goals. He also helps businesses develop qualified retirement plans to meet their fiduciary responsibilities.

Present Affilitions

  • Washington Society of Investment Analysts’ Education Outreach Program
  • American Institue of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • CFA Institute

Education

  • Bachelor’s Degree from The University of Maryland - College Park in Accounting
  • Bachelor’s Degree from The Western Maryland College (McDaniel College) in American Studies

Recent News

Recent News

How to Have Tough Conversations with Your Aging Loved Ones

How to Have Tough Conversations with Your Aging Loved Ones

10/22/2017 12:00:00 AM EDT
yesterday

There are many conversations that we enjoy having with our parents—sharing news about a promotion or the impending birth of a new grandchild, for ...

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

10/17/2017 12:00:00 AM EDT
6 days ago

Upcoming Events

Upcoming Events

Anirban After Dark

Anirban After Dark

10/25/2017 7:00:00 PM EDT
FAI Wealth Management & Davis, Agnor, Rapaport & Skalny present Anirban After ...

Dessert & Discussion: Long-Term Care

Dessert & Discussion: Long-Term Care

11/2/2017 7:00:00 PM EDT
Please join us for Dessert and Discussion on Long Term ...