Peter H. Wayne IV, JD, CTFA

Business Development Officer

800-633-2967 PHONE

866-631-0607 FAX

pwayne@advocacytrust.com

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800-633-AWMS (2967)

Peter Wayne serves as counsel to Advocacy Wealth, while also serving as an administrative and business development officer for the Forge Companies. Peter originally served as a settlement planner and attorney for Forge Consulting from March 2009 until November 2011 and then returned to the Forge Companies after gaining experience as an estate planning lawyer at Wyatt, Tarrant & Combs, LLP, a large regional law firm, and as an administrative and business development officer at Stock Yards Bank & Trust Company, both located in Louisville, Kentucky.

 

Peter’s various responsibilities include assisting individuals and families in establishing financial and estate plans tailored to achieve their life goals; ensuring trust accounts at Advocacy Trust are properly administered; and helping the Forge Companies’ executive management with the design, structure, and implementation of policies and procedures necessary to permit the company to grow successfully.

 

Peter was recently selected by Louisville’s Business First as a Forty Under 40 member for 2016, and while in private practice, was selected as one of Louisville’s “Top Lawyers” in the area of Elder Law by Louisville Magazine in 2014. Peter is also a frequent public speaker at local, regional and national conferences and author of articles about estate, business succession, and elder law and special needs planning matters.

 

In addition to his time with the Forge Companies, Peter also serves on the Board of Directors for Louisville Public Media (Chair of the Gift Committee) and the Louisville Bar Association (Secretary). He is also an advisory board member to Life Plan of Kentucky, a pooled special needs trust in Kentucky. In his free time, Peter spends his time with his wife, Julia, and two children, Molly and Henry. He also enjoys urban real estate development, music, attending concerts, listening to WFPK, WFPL and WUOL, watching college football, and running.

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Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

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