Trey grew up in Jacksonville, FL and is a graduate of the Georgia Institute of Technology with a B.S. in finance. He is a financial advisor at Merrill Lynch and has earned the Certified Financial Planner™ certification. Trey assists families with integrated and custom wealth management strategies designed to help them pursue their desired goals, while building, managing and preserving their wealth for current and future generations. Trey is involved locally on the board of the Pensacola Symphony Orchestra, a member of the Rotary Club of Pensacola, Northwest Florida Estate Planning Council, First Baptist Church Pensacola, Leadership Pensacola Class of 2020 and serves as the Vice-President for the Pensacola State College Foundation. Trey and his wife Claire have a daughter Margo.