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.

FINRA Registrations:
Series 7, Series 66

Insurance License:
Health Insurance, Life Insurance