Who We AreOur team includes a group of informed financial advisors with decades of experience who will work with you to design and manage your personal Financial Freedom Process™.
In addition to your financial advisor, your team includes an Investment Executive who collaborates with financial advisors on current market research, trend analysis and product placement; a Client Services department dedicated to efficiently addressing your questions and resolving account maintenance needs; an education division that keeps clients informed with quarterly workshops, personalized and timely newsletters and various other communication materials; and an extensive support staff committed to ensuring your experience – on the phone, in the office or through mail – is beyond satisfactory.
Meet our team members using the links below.
- Branch Managers
- Financial Advisors
- Investment Management
- Client Service Members
- Education and Marketing
- Executive Assistants
Your Trinity Strategic Wealth team strives to create a welcome, comfortable atmosphere while treating you with respect and professionalism.