Wayne Hastad, RICP®

Managing Director Financial Advisor Truist Investment Services, Inc.

4414 SW COLLEGE RD

SUITE 1450,

OCALA, FL 34474

Wayne.hastad@truist.com

352-390-2842

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About me

Background

I have over 15 years of experience in the Financial Industry. Before entering the Financial Industry, I graduated from the University of Central Florida with a Bachelor of Science in Organizational Communications and worked as an Account Executive with Intellifuel Systems, Inc. Before becoming a Financial Advisor, I worked as a Regional Bank Private Banker where I managed affluent client relationships.

I was born in Brooklyn, NY, but most of my family including myself were raised here in Ocala, FL. Away from the office, I love bass fishing, playing the guitar and spending quality time with my wife Jessica and daughter Oakley.

As a Financial Advisor I have found purpose in helping clients gain a better conceptual understanding of how our products and services evolve over time and how we help individuals and business owners accomplish important financial goals.

I have always had a passion for retirement planning and in 2023 I obtained the Retirement Income Certified Professional designation to better help my clients during the distribution years of retirement. My team’s goal is to develop long-lasting relationships through meaningful conversations where we earn the title of Financial Advisor. The Brick City Group of Truist is focused on helping individuals and businesses with a plan for asset accumulation, income distribution, and protecting the next generation.

We consider it a privilege to learn what our clients believe gives them purpose in life, professionally and personally. This aids the team in building a tailored plan that addresses our clients’ needs and helps them accomplish life-long goals.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Organizational Communications

University of Central Florida 2006

Personal Interests

I was born in Brooklyn, NY and raised in Ocala, Florida since I was 5 years old.

I love freshwater fishing, playing guitar and hanging out with my wife and daughter on the weekends. Every Sunday I still get together with my mom, dad and cousins for a family dinner.

Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Risk management

Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

Estate planning