Paige Yeomans
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Forvis Mazars Wealth Advisors, LLCAug 2025 to now
- Guardian Life Insurance CompanyMar 2023 to Jul 2025
- Park Avenue Securities LLCMar 2023 to Jul 2025
- Lake Mohawk Country ClubJun 2022 to Sep 2022
- Lake Mohawk Golf ClubJun 2021 to Sep 2021
- Northeast Private Client GroupJun 2020 to Sep 2022
- Clemson UniversityAug 2019 to Mar 2023
- William H. YeomansJun 2019 to Mar 2023
- Lake Mohawk Country ClubJun 2019 to Sep 2019
- Pope John Xxiii Regional High SchoolAug 2014 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7696391
- Firm CRD
- 110905