Associate, Wealth Planner
Trey serves as an Associate, 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.