Financial Planner

Trevor Monroe

Trevor is a Financial Planner that coordinates our efforts in the Tampa Bay area. With an extensive background in hospitality, Trevor has brought the relationship building as well as thoughtful anticipation to ensure his clients needs and goals are the top priority. He believes in the “Brick-by-Brick” theory and will help lay the foundation that will help his clients navigate life as they strive for financial independence.

Trevor graduated from Young Harris College (GA) in 2012 where he was the Captain of the Soccer team for 3 out of his 4 years. Trevor is working towards the multi-year effort to obtaining his Certified Financial Planner (CFP) certification.

Trevor and his Fiancée, Melissa, live in Lakewood Ranch (FL) with their dog Mateo. Melissa is an Internal Medicine Resident, which gave Trevor a firsthand look at establishing a financial plan from the perspective of a new physician. When they find the time, Trevor and Melissa enjoy taking Mateo to the dog park, visiting family, and spending time outdoors, taking advantage of Florida’s beautiful weather. Trevor is an avid sports fan, especially when it comes to the Miami Dolphins, Miami Heat, and Arsenal FC. Check the background of this investment professional on FINRA’s BrokerCheck.

Contact Info

  • Lakeland
    65 Lake Morton Dr
    Lakeland, FL 33801
    United States

Support Team

Located in Lakeland, FL