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6901 Professional Parkway Suite 104
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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Heidi Oelgart

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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Jay Mulligan

CFP®

813-633-7333

813-633-6420

Jay Mulligan is a CFP®. Jay has practiced his craft for 25 years. Jay brings a wealth of Financial Planning knowledge to our clients at Payant Wealth Management Group. Jay is directly involved in all aspects of our client’s...

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Jonathan is a Certified Financial Planner® (CFP) with Payant Wealth Management Group. Jonathan spent six (6) years with Charles Schwab & Co. in their Advisor Services department. There he interfaced directly to support independent...

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Scott Petersen

Chartered Retirement Planning Counselor (CRPC®)

813-633-7333

Scott is a Chartered Retirement Planning Counselor (CRPC®). Scott has over a dozen years in the financial services profession. Scott has been a valuable team member in a highly successful investment advisory practice for the last...

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