Bill Payne
Enthusiast · DISC type iBill 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.
Read the full overview →How Bill shows up
They tend to be agreeable by nature, so take their promises with a pinch of salt. Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.
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Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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