Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch 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 Lynch’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 Lynch 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
We along with your tax professional can help you understand how it might affect your investment 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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
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.
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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.