Trey Stilley
Financial Advisor @Stonegate Financial
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WORK HISTORY
Financial Advisor @Stonegate Financial
Cary, NC, US
Established in 2005, Stonegate Financial began with a simple vision to place client interests first. We’ve assembled a team of like-minded professionals dedicated to treating individuals and families with a high level of concern and respect.Though we are skilled in comprehensive planning and asset management, the first investment we make is in our relationship with you. We understand the correlation between your financial goals and the life you want to lead. We’re motivated to learn about the people you cherish and milestones you hope to reach. Helping you pursue financial freedom requires a partnership that emphasizes the value of your dreams and brings purpose to your prosperity.OUR TEAM APPROACHWe work with you to look ahead and create a plan that will help you reach your short and long-term goals. When you partner with us, you don’t just have access to one advisor; you have the benefit of a team that counsels and coordinates to understand your unique situation.To model the long-term planning approach that we promote, succession is built into our business. We’re intentionally multi-generational so that we can work with you not just to retirement, but through retirement, and for the rest of your life. We view our arrangement as a long-term relationship that we want to grow and thrive over the years we work together.Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Stonegate Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
EDUCATION
North Carolina State University - College of Management
Bachelor's degree, Accounting
ABOUT TREY STILLEY
Motivated by earning our clients\' trust, Trey Stilley joined the Stonegate Team in August 2020 with a keen interest in helping clients navigate life\'s financial challenges and complexities. Trey ascribes to a servant leader philosophy that is rooted in his passion for providing outstanding client service. The son of a small business owner, Trey has seen first-hand the challenges and benefits of entrepreneurship. Having watched his father work tirelessly to provide for a family of five, Trey quickly recognized the importance of financial discipline and the positive impact of sound financial decisions. Trey\'s experience managing private capital in the corporate finance arena has also shaped his perspectives around risk and return, driving home the importance of preserving the wealth that clients have worked so hard to create. Trey obtained his BS in Accounting with a concentration in Financial Analysis and his Master\'s in Accounting from NC State. He is an actively licensed Certified Public Accountant in North Carolina.* Trey began his career in the assurance practice at a Big 4 accounting firm, where he served clients across various industries, including life sciences, mining, and technology. In 2016, Trey transitioned into asset management as an Investment Associate at a local private equity firm. During his time in private equity, he was responsible for underwriting investment opportunities and developing financial models to assist the team in making key investment decisions. Trey\'s academic and professional experiences have guided him to Stonegate, where he can marry his passion for personal client service with his affinity for financial analysis. Trey enjoys spending time with his wife, Ann Garrett, and his son, Henry. You might find him making a quick fishing trip down to North Carolina\'s coast in his free time. Trey also enjoys playing his Fender Stratocaster guitar, experiencing new restaurants, and relaxing on his back deck with family and friends. To learn more about Trey\'s story, check out his bio video found on our website: For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.*Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
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