Trent W Longnecker

push-top

Profile

Trent Longnecker, CFP®
Managing Director
Wealth Management Advisor

Trent is a Managing Director, Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ professional (CFP®) with Merrill Lynch Wealth Management.  He began his career at Merrill Lynch in 1993 after graduating from the University of Arizona.  He holds the series 7, 31, 63, and 66 FINRA registrations and has been named by Barron's Magazine as one of America's top 1,200 Financial Advisors in 2018 for the 9th consecutive year.  His team has distinguished itself by providing customized advice and guidance to a select group of affluent families, business owners, and foundations.  Through a relentless focus on what matters most to the families he serves, clients have entrusted his team with over 400 million dollars in assets as of January 2018.  Trent currently lives in Phoenix with his wife, Tricia, and their two children, Tyler and Tatum.

*Source: Barron's "Top 1,200 Financial Advisors" list, March 12, 2018. For more information about the selection criteria, go to http://details-he.re/M6jwj7. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.


  • LANGUAGES

    English

  • EDUCATION

    University of Arizona

  • AWARDS

    Barron's 2016 America's Top 1,200 Financial Advisors

    Barron's 2016 America's Top 1,200 Financial Advisors

    Barron's 2017 America's Top 1,200 Financial Advisors

    Barron's 2017 America's Top 1,200 Financial Advisors

Professional Staff

Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Anndrea L Ford

Anndrea L Ford

Registered Senior Client Associate

602.954.5808
Jamie L Kopish

Jamie L Kopish

Registered Senior Client Associate

704.987.4135

Additional Resources

The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

Brad A Nagel

Brad A Nagel

Wealth Management Lending Officer, NMLS #482825

Benjamin Voelker

Benjamin Voelker

Trust Specialist

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

It's All About YOU

We begin every relationship with a conversation that simply asks what matters most to the families we serve and we never stop asking that question.  Our clients’ lifestyle needs, cash-flow requirements, and wealth preservation goals are the foundation of our work.  Whatever your personal wealth needs may be, we can help you find a strategy.  If it's banking and lending through Bank of America, N.A., trust and estate planning services, concentrated stock management, tax-minimization strategies, or even helping to find the optimal valuation and deal structure for the sale of a privately held business, we can help.  Let’s have a conversation.

Capabilities

My process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. My ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. I can be a financial resource, helping clients with the process of transferring wealth to the younger generation.

Philosophy

I believe the best financial strategy is the one that starts with YOU.  From there, our clients benefit from our focus on asset allocation which is the primary driver of portfolio returns.  We utilize index funds in efficient markets (commonly known as ETF's) to form the core of each individual client's portfolio.  These investment vehicles help to drive down costs and maximize after tax returns.  We also utilize alternative investments that include precious metals and trend-following managers that have historically improved risk adjusted returns to traditional stock and bond portfolios.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
 

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

ML_Video_v2.jpg
Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


MLCampaign_WhyML_v3.jpg

We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.