Mickey Payne

Mickey Payne, PFP

VP of Investments

Mickey has over 20 years of experience working in the financial services industry with Fortune 100 companies like Dean Witter Reynolds, Merrill Lynch, Morgan Stanley, New England Financial to several boutique wealth management firms with various roles such as a Financial Advisor, Director of Operations, and Financial Analyst.

During his tenure, he managed to win several awards for exceeding clients’ expectations as well as winning the “Merrill Lynch FSOS Team Player Award” for creating processes that reduced expenses and enhanced productivity.

Mickey earned his Personal Financial Planning Certificate from the University of California, Irvine, and his bachelor’s degree in economics with a minor in statistics, from the University of Central Florida.

During his spare time, he enjoys spending time with his wife and four daughters.

Credentials and Career Highlights

Series 65

© 2023 WMBC. Investment advisory services offered through WMBC, a registered investment advisor, CA insurance license #0719270. Securities offered through Triad Advisors, LLC, member FINRA/SIPC, 5515 Peachtree Parkway, Suite 3220, Norcross, GA 30091, 770-840-7444. WMBC is a separate entity from Triad Advisors, LLC. Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Montana (MT), Nevada (NV), New Jersey (NJ), Ohio (OH), Utah (UT), Washington (WA). Fee-based advisory services are available only to residents of: California (CA), Utah (UT). Licensed to sell insurance products in the following states of: California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Minnesota (MN), Missouri (MO), Nevada (NV), New York (NY), Ohio (OH), Oregon (OR), Texas (TX), Utah (UT), Washington (WA). View our Form CRS

Mickey Payne, PFP

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