Broker Check


William T. Payne

William T. Payne

Investment Executive

Mr. Payne’s career spans over 30 years in the financial services industry. Bill is responsible for actively developing portfolios for clients seeking cash flow and principal preservation with a focus on aligning a client’s investments with his or her goals and tolerance for risk.  Bill’s clients include banks, foundations, corporations, high net worth families and individuals.


Bill holds the FINRA Series 7, 24, 53, 63, 65, Group 1 Life & Health Insurance, and Variable Annuity License.