Partner, Financial Advisor
Marquis Wealth Management Group
Trevor holds a B.B.A. with dual majors in Finance and Family Business from Stetson University's School of Business Administration in DeLand, Florida. He graduated summa cum laude and as one of five in the first class of Family Business majors in the country in May of 2006.
Trevor grew up in Fort Meyers and returned home after graduation. After interning with Marquis Wealth Management Group for two summers, he joined the company as a Financial Advisor in June 2006. Trevor is both a CFA charterholder and a CFP® certificant, and is a member of the CFA Society of Naples.
Trevor is active in the community and currently serves on the Endowment Fund Board of the Episcopal Diocese of Southwest Florida and is a member of the Vestry of St. Hilary's Episcopal Church. He is a member of the Board of Directors of Classic Basketball, Inc, which organizes and funds the nationally renowned annual City of Pals Classic high school basektball tournament. Trevor is also co-chair of the Stetson University SWFL Hatter Scramble annual golf tournament.