Trey graduated from UNT with a BBA in Finance and is currently sitting for the CFA exams. He holds the Series 7 (Securities Representative), 63 (Uniform Securities Agent State Law License), Series 66 (Uniform Combined State Law Exam) licenses with Private Client Services (PCS). Trey joined Fluent Financial in September 2020. He is responsible for assisting in the development and managing the firm’s portfolios and risk management processes. Prior to joining Fluent Financial, Trey spent time on trading desks (stocks and options) with TD Ameritrade & JP Morgan, and most recently on the bond desk for Charles Schwab.
Trey and his wife Kira, along with their daughter Charlotte reside in Addison. In his free time, he enjoys spending time with his family at local parks and hiking trails, reading about markets & economics, and working out at the local gym.