Trevor Bennett,
CFP® Private Wealth Consultant Wealth Planning, Global Wealth SolutionsTrevor began working in the financial services industry in 2015 after completing his Bachelor of Science in economics from Worcester State University. Prior to coming to Raymond James, Trevor was at Merrill Edge for six years working as a Financial Solutions Advisor. Trevor holds the Series 7 and 66 securities licenses and the CERTIFIED FINANCIAL PLANNER™ (CFP) certification.
As a Private Wealth Consultant, Trevor works with financial advisors and their clients to provide personalized, technical advice and analysis for high-net-worth clients with $5 - $25 million in investable assets, pulling together resources from across the firm.
Trevor is married with two children, Klevor and Kayla, and lives in the Tampa Bay area.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
