Trevor Daggers
I serve the unique wealth management needs of a select group of high-net-worth individuals, families, and businesses who often face sophisticated and complex financial demands.
My mission is to bring together all aspects of my clients’ financial lives to help them define, prioritize, and pursue the purpose for their wealth through:
- Investment Planning
- Cash Flow Management
- Banking and Lending
- Legacy Planning
My goals-based wealth management process is unique as we go through the planning process on the front end before making recommendations to help ensure we’re a good fit together and our team can add value to your unique situation. Our four-step client-service model is as follows:
- Evaluate your situation to understand your needs.
- Develop a comprehensive strategy tailored to your unique situation.
- Implement your custom strategy together.
- Meet regularly to help ensure you remain on track toward your goals.
*Lending Services are through Bank of America, N.A.
Trevor lives in northern Colorado Springs with his wife, Katelyn, and their three wonderful children, Elizabeth, Olivia, and David. He has lived in Colorado most of his life and grew up on the Western Slope of the state. In order to pursue his passion for helping others plan for the future, Trevor studied finance at Liberty University and earned his Accredited Asset Management Specialist, AAMSTM designation from the College for Financial Planning Institutes Corp. In his spare time, Trevor enjoys reading political fiction and self-help books, spending time outdoors golfing, hiking, hunting and fishing, and relaxing with his family playing board games and 'solving the world's problems'.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
