Mario Payne
Certified Financial Planner (CFP®); Owner of a SEC Registered Investment Advisory Firm at TOAMS Financial | Jacksonville, Florida, United States
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Mario Payne is a seasoned Certified Financial Planner™ and the proud owner of TOAMS Financial, a SEC Registered Investment Advisory Firm based in Jacksonville, FL. With over 15 years of experience in the financial services industry, Mario has successfully overseen portfolios totaling hundreds of millions of dollars, demonstrating his deep expertise in wealth management and investment strategies. His commitment to delivering outcome-driven financial solutions has earned him recognition as a Dave Ramsey recommended SmartVestor Pro, a testament to his dedication to helping clients achieve their financial goals.
At TOAMS Financial, Mario specializes in a comprehensive range of services, including retirement planning, estate planning, and portfolio management. His analytical approach allows him to assess investments meticulously and generate tailored recommendations that align with each client's unique financial situation. Mario's proficiency in mutual funds, pensions, and various investment vehicles enables him to craft diversified portfolios that mitigate risk while maximizing growth potential.
In addition to his technical skills, Mario is passionate about educating clients on the intricacies of financial planning. He believes that informed clients are empowered clients, and he takes the time to explain complex concepts in an accessible manner. Whether guiding individuals through the intricacies of retirement savings or helping families navigate estate planning, Mario's client-centric philosophy ensures that every financial decision is made with clarity and confidence. As he continues to lead TOAMS Financial, Mario remains committed to fostering long-term relationships built on trust, transparency, and exceptional service.
Certified Financial Planner (CFP®); Owner of a SEC Registered Investment Advisory Firm at TOAMS Financial in March 2013 to Present
Financial Advisor at Edward Jones in September 2007 to February 2013
Financial Advisor at American Income Life Insurance Company in January 2006 to January 2007
Personnel and Finance Supervisor at US Army in January 2000 to January 2005
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Retirement Planning
Estate Planning
Strategic Financial Planning
Investment Strategies
Wealth Management
Mutual Funds
Portfolio Management
Series 6
Series 7
Finance
Financial Planners
Financial Planning
IRAs
Risk Management
Retirement
Investments
Securities
Wealth
Investment Management
Asset Allocation
Pensions
Financial Advisory
Life Insurance
Public Speaking
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Discover more about TOAMS FinancialWhat is Mario Payne email address?
Email Mario Payne at [email protected]. This email is the most updated Mario Payne email found in 2026.
What is Mario Payne phone number?
Mario Payne phone number is +19858934590 and +17732023984.
How to contact Mario Payne?
To contact Mario Payne send an email to [email protected]. If you want to call Mario Payne try calling on +19858934590 and +17732023984. (updated on October 30, 2024)
What company does Mario Payne work for?
Mario Payne works for TOAMS Financial
What is Mario Payne's role at TOAMS Financial?
Mario Payne is Certified Financial Planner (CFP®); Owner of a SEC Registered Investment Advisory Firm
What industry does Mario Payne work in?
Mario Payne works in the Financial Services industry.
Mario Payne Email Addresses
Mario Payne Phone Numbers
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