About
Trey
Trey is responsible for providing wealth planning and investment management services for clients. Through dialogue and relationship management, he tailors each financial plan to match his clients’ needs and goals. Trey prides himself on proactive, high-level client service and works to anticipate clients’ needs before they surface.
Trey lives in South Boston and enjoys playing hockey and golf and spending time with his family and friends.
Education and Professional Milestones
-Providence College – bachelor’s degree
-Has also held financial services roles for Morgan Stanley and RBC’s Private Wealth Management
Trey is responsible for providing wealth planning and investment management services for clients. Through dialogue and relationship management, he tailors each financial plan to match his clients’ needs and goals. Trey prides himself on proactive, high-level client service and works to anticipate clients’ needs before they surface.
Trey lives in South Boston and enjoys playing hockey and golf and spending time with his family and friends.
Education and Professional Milestones
-Providence College – bachelor’s degree
-Has also held financial services roles for Morgan Stanley and RBC’s Private Wealth Management