Trey Collins

Trey Collins, CFP®

Associate Director, Wealth Planner

About

Trey Collins serves as an Associate Director, Wealth Planner for Cresset and is based in our Atlanta office. He works with high net worth and ultra-high net worth families and business owners providing comprehensive financial planning. His areas of focus include cash flow planning, estate and tax planning, cash-flow analysis, along with wealth and business transfers.

Prior to Cresset, Trey was a Wealth Planner with Wells Fargo Private Bank. Before moving into the financial planning industry, he was a licensed financial advisor at Allen, Mooney & Barnes in his hometown of Thomasville, Georgia.

Trey earned a BBA in Finance from Mercer University and his MBA with a focus in Finance from the College of Charleston. He obtained his CERTIFIED FINANCIAL PLANNER® designation in 2024.