Putting clients’ well-being first is paramount for Trennon, a detail-oriented advisor who helps clients pursue their best financial life. He helps clients work toward their unique investment goals using the proprietary models he has developed over the years to help navigate the complexities of the markets and economy. He thoroughly evaluates clients’ objectives, income needs, time horizon and expectations and balances this information against risk tolerance. Having developed his economic models and investment process at the start of his career, he manages portfolios on a discretionary and non-discretionary basis for his clients.
Joining Raymond James in 2015, Trennon brings more than 20 years of financial industry experience and dedication to serving clients, including his previous role as a senior financial advisor with Crowell Weedon. He earned a bachelor’s degree in international studies with a minor in economics from Portland State University in Oregon.
Trennon’s military childhood took him all over, from Kansas to California’s Vandenberg Air Force Base. He currently lives in Woodland Hills, with his wife, Raluca and their daughter.