Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Trevor Daggers serves the unique wealth management needs of a select group of individuals, families, and businesses who often face sophisticated and competing financial demands. He is passionate about helping others navigate the complex financial situations that impact our day-to-day lives.
To achieve this mission, Trevor employs a goals-based wealth management model coupled with his personalized service, the investment insights of Merrill Lynch Wealth Management, and the banking convenience of Bank of America.
Trevor lives in Fruita, Colorado with his wife, Katelyn, and their three wonderful children, Elizabeth, Olivia, and David. He has lived in Colorado most of his life and studied finance at Liberty University. In his spare time, Trevor enjoys reading, spending time outdoors, and relaxing with his family.
Learn about the MyMerrill Mobile App.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Associate Insurance Specialist
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can 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’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.