Trey Wells
Financial Advisor, Retired Army Officer
- Role
- Financial Advisor at Edward Jones
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Trey Wells
Most financial advisors manage your portfolio. I manage your world. I\'m a…
Experience
Financial Advisor
Jan 2014 — Present
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It\'s also important to understand the level of risk you\'re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.Whether you\'re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we\'re dedicated to providing you top-notch client service.
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