Guiding Families and Individuals Toward Secure Financial Futures
Trevor is a financial advisor with Raymond James in downtown Sarasota. Originally from eastern Ohio, he is a graduate of Ohio University, where he developed a strong foundation in analytical thinking and disciplined decision-making. He takes a thoughtful approach to financial planning, using Raymond James’ resources to design comprehensive strategies that reflect each client’s unique goals. Driven by a desire to help others build confident, fulfilling financial futures, Trevor guides individuals and families with approaches that make their aspirations attainable.
With a background in service and strong client relationships, Trevor prioritizes trust, understanding, and long-term partnership. A former assistant golf professional, he brings patience and consistency to every client relationship, guiding clients through each stage of their financial journey.
Outside of work, Trevor enjoys spending time with family and friends, including traveling to Ohio to visit loved ones. An avid golfer, he enjoys being outdoors and appreciating nature. These experiences help shape the balanced, steady perspective he brings to his practice.
Take the next step toward your financial dreams. Contact Trevor today to start planning with peace of mind.