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.

\\\*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1,000 Advisors. 

\\\*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.