National Director of Sales
Confluence Investment Management

T. Wayne Knowles: The High Calling of a Financial Advisor

Traditionally, work has been classified as either sacred or secular. This is a concept dating back to medieval times. In this course we will examine an entirely different way of looking at our work. All believers should be living out the Great Commission, but often struggle with how to do so. A financial advisor is uniquely placed in the lives of clients to give them a perspective on how to use their time, talents and money with a view towards eternity. Opening the door to these life-changing conversations will be examined and encouraged.

About T. Wayne Knowles

An industry veteran of 32 years, Mr. Knowles leads the sales team at Confluence as well as covering a portion of the United States as a marketing representative for the firm. In his current role, he assists with the coverage of National Accounts as well as exploring new investment management opportunities through other distribution channels for the firm.

Prior to joining Confluence, he was Executive Vice President – Marketing, for Stewardship Partners Investment Counsel, an equity manager focused on a niche within the Socially Responsible Investing (SRI) space. He worked with the major wirehouses, regional firms, RIAs, family offices and other institutional clients.

As Managing Director – Institutional Timberland Sales, for Wells Real Estate Funds, he was responsible for raising capital for the Wells Timberland Management Organization (TIMO). In his role, he identified and pursued opportunities for timberland investing with Endowments, Foundations, Pension Funds, Family Offices and Wealth Managers.

Previously, he was Director of Sales for Wells Mutual Funds. Through his leadership, Wells successfully launched the Wells Dow Jones Wilshire Global RESI Index Fund in 2006.

Earlier in his career, he was Southeast Division Sales Director for Seligman Advisors, Inc., where he led the sales force covering the Southeast and Midwest. He has also worked in regional and sales management positions at Morgan Stanley Asset Management and Van Kampen Funds.

On the ministry front, Wayne has been an elder at Colonial Baptist Church, Cary, NC, for 24 years, serving as Chairman for the last decade. He is a dedicated student of Church History and teaches on the Reformation in the Colonial Institutes.

He has been married to Phyllis for 45 years. They have been blessed with 5 (married) children and 18 grandchildren.