Meet Your Team
About
Trevor Payne is an Investment Associate for Capital Investment Advisors (CIA) in our Atlanta office. He has a passion for financial planning and working with clients to provide new solutions to help them work towards their retirement goals through the implementation of thoughtful, comprehensive plans.
Originally from Augusta, Georgia, Trevor recently graduated from the University of Georgia with a degree in Financial Planning and a minor in Consumer Economics. Trevor has now relocated to Sandy Springs. Prior to joining CIA, Trevor developed a strong foundation in personal finance and client engagement through experiences as a wealth management intern, volunteer tax preparer, and financial coach.
In his free time, Trevor enjoys strength training, swimming, and exploring new restaurants in the area. Trevor is a passionate college football fan (go Dawgs!) and has directed over 600 private swim lessons, helping promote water safety within the community.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
