Trenton Hollas

About Trenton Hollas

I help individuals, families, and business owners make smarter financial decisions, not just to grow wealth, but to keep more of it through thoughtful, tax-aware strategies. As part of a small, experienced team at Merrill, we take the time to understand what truly matters to each client. Whether it\'s preparing for retirement, reducing tax burdens, selling a business, or simply bringing more clarity to their financial life. We believe in real relationships, not one-size-fits-all plans. That\'s why we work closely with clients\' CPAs and estate attorneys, and why many of our conversations focus less on investments and more on aligning finances with life goals. If you\'re looking for a second set of eyes or a sounding board for a big decision, I\'m always open to a quick conversation. No pressure, just a chance to connect. Our Key Services Include: • Financial Planning: Full-service planning, from retirement to education funding, to cover every aspect of your financial life. • Tax-Efficient Wealth Management: Using tax strategies to help you keep more of what you earn. • Investment Management: Personalized portfolios designed to optimize growth while managing risk. • Business Succession Planning: Helping to ensure a smooth and financially sound transition of your business to the next generation or new ownership. • Estate and Legacy Planning Services: Preserving your legacy and helping to ensure your wealth benefits future generations.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

1. Senior Financial Advisor

   Merrill Lynch

   Apr 2022 — Present

   At the Eger Rush Group, we prioritize building lasting relationships with our clients. Our approach begins with in-depth collaboration sessions, where we invest time in understanding your unique financial goals, wants, and needs. At the heart of everything we do is our commitment to building lasting relationships. We understand that wealth management is not just about numbers but about trust, transparency, and personalized guidance. Our client-centered approach means regular communication, ongoing adjustments to your plan, and a dedication to helping you achieve your goals. We are your financial steward, here to help provide clarity and confidence as you navigate life\'s financial complexities.

Education

• Texas A&M University

  Bachelor's Degree

  2013 — 2015

Skills

• Organizational Management
• Business Development
• Financial Services
• Goal Oriented
• Microsoft Access
• Investment Management
• Public Speaking
• Retirement Planning
• Business Strategy
• Time Management
• Influential Communicator
• Microsoft Word
• Team Leadership
• Customer Service
• Microsoft Excel
• Timeslips
• Asset Management
• Leadership
• Business Planning
• Microsoft Office
• Quickbooks