Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill financial advisor, Trey strives to simplify the complexity in clients' financial lives by offering advice and guidance based on investment and planning principles. He focuses on relationships with individuals, families and small businesses. Trey understands the unique needs of the small-business owner whose finances are both personal and part of a business. He also helps high-net-worth individuals and their families plan for both short and long-term financial goals. Through personal experience, he has a keen understanding of the overall challenges and needs unique to these clients.
Working with his dedicated team, Trey seeks to understand each aspect of clients' financial lives, helping them devise flexible, and implementable financial strategies designed to help them pursue outcomes that are personally meaningful. He can help recommend appropriate financial strategies to help them pursue their goals, assist them as they track progress toward them, and work with them to adjust their strategy over time as needed.
Merrill’s approach, Goals-Based Wealth Management, puts the client, rather than the market, at the center of the wealth management process. Using an understanding of the client's life as a foundation—including their priorities, goals, and resources.
Trey was born and raised in Jacksonville, Florida. Then went on to attend UNC Greensboro where we studied Finance and Economics at the Bryan School of Business, as well as competed as a division one tennis player.
He embraces the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest and passion in spending time volunteering with organizations in the local community.
Series 7, Series 66
Health Insurance, Life Insurance
The University of North Carolina at Greensboro
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.