Clifford A. “Trip” Farren III is a Senior Financial Advisor, who focuses on assisting clients with concentrated stock positions & equity compensation strategies, corporate retirement & benefit plans, retirement planning and custom financial strategies supporting corporate executives and their families. Trip focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping ensure every strategy is grounded in understanding what is most important to the families he serves.
Trip is a member of Merrill’s Global Corporate & Institutional Advisory Services team joining the firm in 2015.
Trip grew up in St. Davids, Pennsylvania and received a B.A. degree from St. Lawrence University in Canton, NY where he double majored in Economics and History. He also holds his Chartered Retirement Planning Counselor™ designation.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
