Trip is a Wealth Management Specialist™ with more than 20 years of experience in the financial services industry. He advises clients on a broad range of investment, income, retirement and risk management strategies. Before beginning his financial career in 1998, Trip earned a bachelor's degree from Vanderbilt University.
He understands that each client's financial situation, goals and needs are unique, which is why he considers it so important to not only ask the right questions, but to intensely listen to their answers in order to personalize a financial plan for moving forward.
Trip is married to Elizabeth, an art teacher. They have two grown children. When not spending time with clients, Trip enjoys biking, an occasional round of golf and playing with his five grandchildren and three dogs.
Trip holds the following professional designations and licenses:
Raymond James is not affiliated with the above organizations and/or charitable causes.