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Daniel Payne
Financial Advisor
Daniel Payne is a Managing Director - Investments with The Payne Group of Wells Fargo Advisors, where he specializes in helping to create investment strategies to meet the unique needs of high-net-worth families, foundations, and businesses. With a focus on investment planning, retirement preparation, wealth preservation, and estate planning strategies, Daniel and his team are committed to delivering a hands-on approach to support their clients’ financial goals at every step.
Daniel’s career in financial services spans over 30 years. His journey began in his father’s EF Hutton office, where he developed an early interest in the securities industry. After earning an accounting degree from the University of Southern California, Daniel worked at Shearson Lehman Brothers in Beverly Hills while completing his studies. He later joined the global accounting firm KPMG in Los Angeles, specializing in taxation for individuals and pass-through entities. While no longer currently practicing as a CPA, Daniel’s expertise in financial and tax planning continues to influence his advisory work.
At The Payne Group, Daniel leverages Wells Fargo’s robust research capabilities and technology to provide clients with a comprehensive view of their financial health. The team integrates these tools with access to Wells Fargo’s Private Bank experience, Commercial Bank, and Wealth Management services to deliver holistic solutions tailored to each client’s needs.
Daniel is deeply involved in his community, volunteering with organizations such as the RJS Foundation, the Salt Lake Education Foundation and the Ogden School Foundation to enhance educational and athletic opportunities for students. He also participates in conservation efforts, working to protect and restore the Jordan River through Wells Fargo’s “Get Into the River” initiative.
Daniel enjoys working, gardening, yoga, golfing, skiing and traveling with his wife and four children.
Wells Fargo Advisors does not provide legal or tax advice.
CA Insurance License Number: 0C84697. Resident State UT
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