Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
At McCormick Wealth Management of Steward Partners, Wayne McCormick and his team help bring structure and organization to clients’ financial world, making it easier to navigate and understand. The group aims to simplify every aspect of their clients’ finances and provide guidance at every turn, striving to become a true financial ally for life.
McCormick Wealth Management helps you make informed decisions regarding your wealth and beyond, because the group’s clients are like family – celebrating together in the good times and supporting through the difficult times – and the firm is honored to be with you through it all.
Wayne’s dedication to excellence is evident in his professional credentials. He is a proud Certified Financial Planner™ professional, having undergone extensive financial planning coursework and successfully passing the rigorous CFP® Certification Examination in 2014. He consistently expands his expertise through advanced education, having attained the esteemed Chartered Financial Consultant (ChFC®) designation. This involves comprehensive study in vital areas such as financial planning, retirement income, estate planning, taxation, and insurance.
Beyond his professional accomplishments, Wayne’s personal life is equally fulfilling. He graduated with honors from the University of New Hampshire, where he met his wife, Kristen. Together, they reside in Chester, NH, where they raised their three children, Sean, Kelley, and Katelyn.
Manchester, NH
603 945 3308
wayne.mccormick@stewardpartners.com
linkedin.com/in/waynemccormick
McCormickWealth.net
Wayne McCormick
Managing Director, McCormick Wealth Management of Steward Partners
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Bio
Milestones
Profile
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Special Report
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Bio
Milestones
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Special Report
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Bio
Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
1996
2010
2018
2024
2024
Began his career in the financial services industry, starting with a consumer finance company that eventually became part of HSBC. He specialized in credit, lending, and insurance. Success led to promotions, allowing Wayne to manage 13 offices and over 70 employees. From there, he seized further opportunities at companies such as Goldman Sachs and Paychex.
1996
Continued to expand his knowledge base to include investment strategy, risk analysis, retirement plans, and financial planning. Then, he began his career as a financial advisor at Wells Fargo Advisors.
2010
Moved his wealth management practice to Steward Partners
2018
Awarded #33 Best in State Wealth Advisor by Forbes
Recognized as a Five-Star Wealth Manager by Five Star Professional.
Listed #18 on Top 100 Advisors to Watch by AdvisorHub
2024
Promoted to director, wealth management
2024
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
All recognition award information can be found on Steward Partners’ website at https://www.stewardpartners.com/Important-Disclosures.35.htm
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
1996
2010
2018
2024
2024
Promoted to director, wealth management
2024
Awarded #33 Best in State Wealth Advisor by Forbes
Recognized as a Five-Star Wealth Manager by Five Star Professional
Listed #18 on Top 100 Advisors to Watch by AdvisorHub
2024
Moved his wealth management practice to Steward Partners
2018
Continued to expand his knowledge base to include investment strategy, risk analysis, retirement plans, and financial planning. Then, he began his career as a financial advisor at Wells Fargo Advisors.
2010
Began his career in the financial services industry, starting with a consumer finance company that eventually became part of HSBC. He specialized in credit, lending, and insurance. Success led to promotions, allowing Wayne to manage 13 offices and over 70 employees. From there, he seized further opportunities at companies such as Goldman Sachs and Paychex.
1996
Milestones
All recognition award information can be found on Steward Partners’ website at https://www.stewardpartners.com/Important-Disclosures.35.htm
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.