Trip is a Financial Advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Trip believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with personal attention and a commitment to his clients’ best interests, that sets Trip apart.
Trip is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Trip works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using portfolio management, retirement planning, estate planning, 529 education savings plans, and more.
A native of High Point, North Carolina, Trip graduated from UNC-Chapel Hill with a Bachelor of Science in business administration. He earned the professional designation of Wealth Management Specialist™ from Kaplan Financial. Prior to joining Raymond James in 2012, Trip worked for Morgan Keegan and Interstate/Johnson Lane for 25 years. Away from the office, Trip enjoys tennis and time with family. He is a lifetime supporter of the Salvation Army, St. Jude’s Children’s Hospital, and NC Special Olympics. Trip also volunteers with Men on a Mission through St. James Episcopal Church.
Raymond James is not affiliated with the above organizations.