Bill Payne in

Bill Payne

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Principal & Co-Founder at Trident Wealth Strategies
📍 Greater Boston, United States

Bill Payne is a Principal and Co-Founder of Trident Wealth Strategies, where he specializes in advanced, tax-efficient wealth planning for ultra-affluent families. He holds a Masters degree in Financial Services from The American College, in addition to Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU®) designations.

Outside of work, Bill is active in his community, serving on the boards of Harbor One Bank and The Old Colony YMCA, a major social services provider. He and his wife, Lynne, live in Chatham and enjoy spending time with their nine grandchildren.

He has co-hosted several New England financial radio shows and served as a source for television money segments.

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Experience
36 Years
Current Role
Principal & Co-Founder
Job Level
Leadership
Location
Greater Boston, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Bill cares about

Wealth Preservation
His primary professional focus is on fully integrated strategies for managing, preserving, and distributing wealth for ultra-affluent clients.
Tax-Efficient Planning
A core component of his wealth management approach involves creating strategies to preserve and distribute wealth in a tax-efficient manner.
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Career

Work history

11-2023
Principal & Co-Founder
Trident Wealth Strategies
11-2023
Consultant
Edelman Financial Engines
3-1989 - 11-2023
Principal & Co-Founder
PRW Wealth Management, LLC
In the press

Media appearances

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Education

Bill has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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