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*6371 Business Boulevard Suite 200
Sarasota, FL 34240

(800) 330-4248

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1653 Sun City Center Plaza
Sun City Center, FL 33573

(813) 633-7333

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Private Wealth Management For Select Individuals

 

Team

 

Thomas Payant

Chairman and C.E.O.

813-633-7333

Tom had a vision of creating a truly world-class experience for clients. He founded Payant Wealth Management Group in 1979. Understanding the significance of quality services, Tom teamed with SagePoint Financial, Inc. (Member...

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Robyn alongside Tom has been successfully building their business since 1983. They are married since 1986 and reside in the beautiful active adult community of Valencia Lakes. Robyn’s studies in marketing, advertising, speech and...

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Glenn has been with Payant Wealth Management Group since 2001. Glenn brings a wealth of financial experience, as well as administrative and management specialization. He is responsible for working with clients and overseeing our...

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Peter Farina CFA®

Chartered Financial Analyst®

813-633-7333

As a Chartered Financial Analyst®, Peter brings more than 20 years of investment experience to Payant Wealth Management Group. He worked for several major Investment firms such as JPMorgan Chase, Shearson Loeb Rhodes, EF Hutton, and...

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Julie Wakefield, CFP®

Certified Financial Planner®

813-633-7333

Julie Wakefield is a Certified Financial Planner® with over 22 years of financial industry experience. She holds a Master of Business Administration Degree in Financial Planning. She earned her bachelor’s degree from the...

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Heidi Oelgart

Administrative Assistant/Event Coordinator

813-633-7333

Heidi joined Payant Wealth Management Group in the fall of 2011 as a part time Administrative Assistant and Event Coordinator. She is assisting with planning client events and working on special projects. She is also supporting the...

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