Wayne Zussman, MBA, Cfp® Adfa
About Wayne Zussman, MBA, Cfp® Adfa
Wayne Zussman is a Principal and Senior Wealth Advisor based in Grasonville, Maryland, with extensive experience in financial planning and wealth management. He has held various leadership roles in the finance sector and has been involved with Talisman Therapeutic Riding since 2012.
Current Role at The Colony Group
Wayne Zussman serves as Principal and Senior Wealth Advisor at The Colony Group, a position he has held since 2001. He operates from Easton, Maryland, where he provides comprehensive wealth management services. His extensive experience in financial planning and wealth management enables him to guide clients effectively in achieving their financial goals.
Previous Experience in Financial Services
Prior to his current role, Wayne Zussman held several significant positions in the financial services sector. He was the President and Founder of Triton Wealth Management, LLC from 2001 to 2015. He also worked as Principal at Bridgewater Wealth & Financial Management, LLC from 2001 to 2017. Earlier in his career, he served as a Financial Planner at Sullivan, Bruyette, Speros and Blaney from 1997 to 2001 and as Divisional Controller at Clark Construction from 1989 to 1997.
Educational Background and Credentials
Wayne Zussman has a strong educational foundation in finance and accounting. He earned his MBA in Finance from Pace University between 1982 and 1986. He also holds a Bachelor’s Degree in Accounting from the State University of New York at Oswego, which he completed from 1977 to 1981. Additionally, he studied at the College of Financial Planning, achieving the Certified Financial Planner (CFP) designation from 1997 to 1998.
Involvement with Talisman Therapeutic Riding
Since 2012, Wayne Zussman has been involved with Talisman Therapeutic Riding, a year-round therapeutic riding center located on a 1,000-acre farm estate on the Chesapeake Bay. This center is notable for being the first professionally operated therapeutic riding center in Queen Anne's County, Maryland, and serves the Delmarva region.