Trevor Faulkner is a Wealth Management Financial Advisor with Lile Randle & Associates. Trevor began his career with Merrill Lynch Wealth Management 2022 and has five years of experience in wealth management. His approach is rooted in personalized, goal-orientated strategy designed to align financial plans with life’s ambitions. Whether guiding clients through complex wealth management decisions or crafting custom tailored retirement plans, Trevor places a strong emphasis on clarity, education, and empowerment. His ability to break down intricate financial concepts makes him a valued resource for those looking to take control of their financial future.
Trevor's experience spans across diverse financial arenas including risk management, college savings, and tax planning. He has helped countless clients navigate various economic landscapes he is particularly passionate about retirement planning helping clients designate income streams that last throughout retirement while managing market volatility and longevity risk.
Trevor grew up in Mont Belvieu, TX and obtained his finance degree from Sam Houston State University and holds an industry designation of, CRPC™, Chartered Retirement Planning Counselor™. He is a resident of Spring with his wife and two dogs. In his free time, he enjoys the great outdoors and is an avid fitness enthusiast.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus—not the markets—so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust 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.
