Mickey Payne

Director of Operations

Mickey has over 20 years 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.

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