Wayne Grandy

Wayne Grandy - CASL®, CLU®, ChFC®

Financial Representative

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13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6085
Fax: (262)717-6135
E-mail:

  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
  • Masters Conference Qualifier: A New England Financial honor given to outstanding individuals who exemplify the highest standards of personal integrity, professionalism, customer service and sales achievement.
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Deliver The Promise Specialist: A specially trained professional who assists families and addresses many of the issues associated with the loss of a loved one.
  • Chairman's Council Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have mastered the ability to attract, develop and retain clients by helping them meet their financial security needs and to those sales managers whose exemplary leadership and exceptional record of staff development have placed them in the top tier of field management.

BUSINESS PHILOSOPHY

My goal is to develop financial services relationships with my individual, family and business clients  help them reach the highest level of financial success within the means available. I have the skills,  knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

   QUALIFICATIONS
 
• Licensed to sell Life Insurance and/or Security products in WI, CA, IL, KS, LA, MI, OH,
  PA, SC, MD, FL
• Registered to offer security products in WI, AZ, FL, IL, IN, MD, MI
• Registered Representative of New England Securities, Corp. with Series 6, 63, 65
  and 7 Licenses
• 1992 NEF Commodore Cup, Full Sail & Captains Pennant Awards
• Life Leader Qualifier
• Multiple Master Qualifier
• Multiple Mystery Tour Qualifier
• Multiple Inner Circle Member
• Chairman’s Qualifier
• 2000 Top NEF Pension Producer
• 2006, 2007, 2008 & 2010 Wisconsin Agent of the Year
 
   PERSONAL
 
• 35 Year Resident of LakeCounty Area
• Vietnam Veteran
• Family: Married 42 years to wife Kathy
  Children: Krista, Amanda and Jason
• Hobbies: Golf, Fishing, Hunting, Hiking, Boating, Water Sports,
  Passion for Northern Wisconsin
 
   ORGANIZATIONS
 
    • Member of NAIFA, TWA
• Member Friends of Lapham Peak State Park and
  Retzer Nature Center, National Park
 
COMMUNITY INVOLVEMENTS
 
• VFW
• Current and Founding Board Member of  Wildlife Hospital
• Prior Advisory Board Member SOEI Of Northland College Ashland, WI,
  Church Council Member – Budget/Personnel, Outdoor WI Banquet Committee Chair