Payton is a Managing Director and Wealth Advisor of Level Four Wealth Management and draws upon over 20 years of financial services industry experience to bring a distinct, client-centered approach to each wealth care relationship. He concentrates on building and preserving wealth with a tax-integrated focus for individuals, professionals, executives, and entrepreneurs. Payton believes that financial planning is a philosophy for intentional living and enjoys working with people who's financial decisions are motivated by their spiritual values.
Payton's experience in the financial services industry began in 1994 with a multinational insurance company, where he specialized in retirement and insurance planning. In 1996, Payton joined a boutique investment banking firm where he was involved with raising capital for early-stage growth companies. In 2000, he began focusing his career on individual retirement planning and joined a CPA firm to help launch their Financial Advisors division. Seeing a growing trend of Americans who are underprepared for the potential of a 30+ year retirement, Payton believes that accounting firms with professionals that offer wealth management services are highly equipped to sort through the myriad of financial strategies and construct a retirement income plan that is both tax efficient and sustainable throughout a client's lifetime.
Payton received his Bachelor of Arts from the University of North Florida. He is a Chartered Retirement Planning CounselorSM designee and currently holds Series 6, 7, and 63 registrations with LPL Financial, as a registered representative, and holds the Series 65 registration with Level Four Advisory Services, as an investment advisor representative. Payton is also a licensed insurance agent.
A second generation native of Stuart, Payton's civic activities include serving as the past president of the Kiwanis Club of Stuart and Palm City Dolphins Youth Football and Cheer. Payton is married to Tinamarie Collins, and they have two children, Donovan and Luke. Payton enjoys reading, boating, motocross, coaching and being involved in his kids' youth sports activities.