Garry R. M. Payne

Partner, Private Wealth Advisor @Cypress Financial Consultants, Llc

Syracuse, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2024 — Present

Partner, Private Wealth Advisor @Cypress Financial Consultants, Llc

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EDUCATION

1978 — 1980

SUNY Canton

AAS

1977 — 1978

East Syracuse Minoa High School

Regents Diploma

SKILLS

Series 22Financial PlannersFinancial AdvisoryWealth ManagementRetirementSecuritiesEstate PlanningRetirement PlanningExecutive Benefit StrategiesInvestmentsFinancial ServicesGuaranteed Lifetime IncomeSeries 7Long-Term CareSeries 63Long Term Care InsuranceEstate PreservationSeries 6InsuranceSeries 24401kWealth AccumulationIrasFinancial PlanningSeries 65Life InsuranceFinanceFixed AnnuitiesSmall BusinessInvestment Advisory

ABOUT GARRY R. M. PAYNE

Born in Birmingham, England, Garry started in the financial services industry in 1984. As a financial professional, he has demonstrated a consistent ability to develop strategies to help protect and grow the hard-earned assets of his clients. Garry is active in both community and industry affairs. He is a Past-President of the Board of Directors for the Ronald McDonald House of Central New York and currently on the Board of Directors for Elmcrest Children’s Center, the Taishoff Center Advisory Council and the Business Engagement Group for InclusiveU. Garry holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Accredited Estate Planner (AEP) and Accredited Investment Fiduciary (AIF) designations. In addition, He is a Past-President of the CNY Chapter of The Society of Financial Service Professionals (SFSP), member of the Estate Planning Council of CNY and a Past-President and member of the Syracuse chapter of the National Association of Financial Advisors (NAIFA). His areas of expertise include comprehensive financial planning, investment, retirement and estate planning strategies, business succession planning and executive compensation planning.

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Garry R. M. Payne — Partner, Private Wealth Advisor at Cypress Financial Consultants, Llc in Syracuse, NY, US | Unifers