portrait of Mark Payne

About Mark

I work with select investors who have complex financial needs. With our combined experience of over 50 years in the financial industry, my team and I employ actionable financial strategies to help you understand, prioritize and plan for your goals.

A comprehensive approach should involve more than basic investment guidance. I welcome the involvement of your attorney, CPA and/or accountant(s), along with other professionals, in order to identify tailored solutions in areas such as estate considerations, tax mitigation, charitable giving and wealth protection strategies.

I started my career with Edward Jones in West Virginia and relocated to Charlotte County, Florida, in...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesJanuary 2011 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • West Virginia UniversityBachelor of Arts

Personal Interests

  • Traveling
  • Rowing
  • Fishing
  • Skiing
  • Hunting

Team Members

  • Lissette Muse
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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