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Wayne Salsbury handout
1. 5885 Landerbrook Drive, Suite 200, Cleveland OH 44124 Phone (440) 683-9244 | Fax (440)-683-9144 | wsalsbury@cedarbrookfinancial.com | cedarbrookfinancial.com
Securities offered through Securities America, Inc., member FINRA/SIPC, David A. Robertson, Registered Representative. Advisory Services offered through Securities AmericaAdvisors, Inc.,
an SEC Registered Investment Advisory firm, David A. Robertson, Registered Investment Advisor Representative. Cedar BrookFinancial Partners LLC dbaCedar BrookGroup and
Securities Americaare unaffiliated. Securities Americaand its representatives do not provide tax or legal advice.
Wayne Salsbury is a
Client Manager with
Cedar Brook Group
working exclusively with
David Robertson and his
clients. In this role,
Wayne is responsible for
managing client service
requests and is dedicated
to continuously improving the client
experience. As Wayne’s role continues to
evolve, he has taken on the additional
responsibilities of investment research &
analysis and overseeing the financial
planning process.
Wayne currently holds his Series 7 and 66
securities licenses as well as his State of Ohio
Life, Accident and Health Insurance License.
In 2012, he received his undergraduate
degree in economics and finance from
Heidelberg University in Tiffin, Ohio.
Wayne started in the industry immediately
upon graduation and has been working
towards becoming a financial planner ever
since. His increased responsibilities and
involvement in assisting in the creation of
financial plans has augmented his financial
literacy. Wayne is also working towards
receiving the Certified Financial Planner
designation.
Outside of Cedar Brook, Wayne enjoys
staying active and does so by running, hiking
and weightlifting. Additionally, he
participates on a men’s softball team during
the summer months with many of his closest
friends. Wayne currently resides in Parma,
Ohio.
Wayne Salsbury
Client Manager
Responsibilities
Facilitate Financial Planning Process
Implement Programs to Achieve Client
Goals
Conduct Financial Transactions
Monitor Investment Portfolios
Account Maintenance & Servicing
Education
B.S. in Economics & Finance,
Heidelberg University
Licenses
Series 7
Series 66
Life, Accident & Health Insurance