Trent Longnecker

Trent Longnecker, CEPA®, CFP®
Managing Director
Wealth Management Advisor

Trent is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management. Trent is a CERTIFIED FINANCIAL PLANNER®, CFP® professional and began his career at Merrill in 1993 after graduating from the University of Arizona. He holds Series 7, 31, 63, and 66 FINRA registrations and has been named to Barron’s “America’s Top 1,200 Financial Advisors” list, between 2010-2019 and 2024 (Published annually in Feb-March. Rankings based on data as of September 30of prior year), as well as Forbes "Best in State Wealth Advisors" list in 2021, 2022 and 2023 (Published annually Jan – April. Rankings based on data as of June 30of prior year).

He provides 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 $750 million in client balances as of April 1, 2024. Trent also holds the Certified Exit Planning Advisor designation, CEPA®. Trent currently lives in Phoenix with his wife, Tricia, and has two children. His son Tyler attends the Eller School of Business at the University of Arizona, and his daughter, Tatum attends the University of Missouri and plays division one volleyball for the Tigers.

\\\Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. 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.\\\Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.