Trey Erb
Wealth Management Advisor @Vincita Investment Partners
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WORK HISTORY
Wealth Management Advisor @Vincita Investment Partners
Greensboro, NC, US
EDUCATION
University of Georgia Financial Planning
Master's degree, Financial Planning
Wilbur O. and Ann Powers College of Business at Clemson University
Bachelor's degree, Marketing
ABOUT TREY ERB
Motivated and hardworking person in the financial services industry. Focused on driving our team to meet and exceed our goals. Passionate about my profession and constantly look to build upon my skills which leads to success. Forvis Mazars Private Client services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP. Forvis Mazars Private Client is an integrated service offering, which can include investment advisory services through Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment advisor, and/or tax and accounting services through Forvis Mazars, LLP, a certified public accounting firm.
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