Trey graduated from UNT with a BBA in Finance and is a Chartered Market Technician (CMT), currently pursuing the CFA designation. He holds the Series 7 (Securities Representative), 63 (Uniform Securities Agent State Law License), and Series 66 (Uniform Combined State Law Exam) licenses with Private Client Services (PCS). Trey joined Fluent Financial in September 2020, where he oversees portfolio management strategies, asset allocation, and risk management.
Before joining Fluent Financial, Trey refined his expertise on brokerage desks specializing in stocks, fixed income, and options at TD Ameritrade, JP Morgan, and Charles Schwab.
Trey and his wife Kira live in Lavon with their children Charlotte, William, and Claire. When not at work, Trey enjoys exploring local parks and hiking trails with his family, delving into market and economic literature, and fishing the local lakes.
Our process helps you retire confidently—sooner than you thought possible.
Initial Review – A complimentary portfolio assessment to evaluate your investments, risk exposure, and retirement timeline.
We identify tax-saving opportunities and fine-tune your strategy to maximize cash flow while maintaining financial security.
We implement our proven investment models, helping you retire sooner while keeping your financial future secure.
You’ve built your wealth—let’s ensure it works for you. Whether you’re planning for retirement, optimizing investments, or securing your family’s future, our team is here to help.
Securities offered by Registered Representatives through Private Client Services (PCS), Member FINRA/SIPC. Fluent Financial, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Fluent Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fluent Financial, LLC unless a client service agreement is in place. Investment advice is offered through Fluent Financial, LLC, a registered investment advisor and an unaffiliated entity from Private Client Services (PCS) . The Private Client Services (PCS) representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, IA, IL, LA, MA, MD, MI, NC, NM, OK, OR, PA, TN, TX, VA, WA. Privacy Policy / Terms of Use.
