As a Private Wealth Advisor Managing Director, Trey is responsible for providing comprehensive wealth management strategies tailored to his clients’ specific needs. These strategies encompass Investment
Management, Private Banking, Trust and Estate Services, and Wealth Planning. Trey takes the time to understand his clients’ unique needs and he directs teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help clients work toward their goals.
Trey has worked in the banking and financial services industry since 1997. Prior to joining U.S. Bank Private Wealth Management, he was a lead at U.S. Trust in Minneapolis, Minnesota, serving as a Senior Private Client Advisor and working across business lines with individuals, families, business owners and institutional clients. He has served various roles during his career, all at national banking organizations in the private wealth group. Trey is an accomplished financial executive with broad experience in all aspects of the financial services industry and managing teams.
Trey moved from Minneapolis to Naples, Florida with his wife and 3 children when he joined the bank. He was active in the community in Minneapolis, serving on several boards and chairing committees over the past several years. He will be transitioning off his current board memberships for the Newborn Foundation and the Thomas Irvine Dodge Nature Center. He is looking forward to jumping into the community in
Naples, learning about organizations that meet his passions for newborn healthcare and nature.
When not working, Trey enjoys spending time with his family, golfing and being on or in the water.