Bill Payne is a principal and co-founder of Trident Wealth Strategies, LLC. His primary focus is advanced planning for ultra affluent individuals and families. This involves a fully integrated approach to managing, preserving, and distributing wealth in a tax-efficient manner.

Bill has co-hosted several New England financial radio shows, been a source for television money segments, and authored a number of articles. His media consults have included articles in Trusts & Estates, Kiplinger’s, National Underwriter, Boston Business Journal, The Boston Herald, Massachusetts Lawyers’ Weekly, and Life Association News.

Bill earned a Masters degree in Financial Services (MSFS) from the American College, in addition to holding the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU®).

Bill serves on several boards, including Harbor One Bank (NASDAQ: HONE) and The Old Colony YMCA, one of the largest providers of social services in the Commonwealth. He and his wife Lynne live in Chatham and enjoy as much time as they can get with their nine grandchildren.