Personal Experience and Background Story of Your Financial Advisor
Trae is our clients’ first contact in our office. He joined the firm in 2005 and has a strong background in customer service and project management. As the firm has grown, his role has evolved; in addition to serving as director of marketing, Trae also manages new account processing,
coordinates client events, manages the company website, handles all administrative projects and takes the lead role for our community service events. He has enjoyed working with companies such as Raymond James Financial Services, Fidelity and now Charles Schwab.
Born in Providence, Rhode Island, Trae then ventured to Massachusetts, Texas and Illinois, finally landing in beautiful Sarasota, Florida, at the age of 7. He attended Pine View School for the Gifted and then attended Sarasota Riverview High School to pursue his athletic goals. While at Riverview, he excelled at football and track and field. Hard work and dedication earned him an NCAA Division 1 academic and football scholarship to the University of Central Florida in 2003, where he played defensive back for UCF (Go Knights!).
While at UCF, Trae studied international business and marketing. During his time there, he was introduced to various ways of giving back to the community, which left a lasting impression. He enjoys helping out at events for Habitat for Humanity and All Faiths Food Bank, and he coaches youth football for Sun Coast Sports Club.
Trae resides in Sarasota, where he takes full advantage of the amazing fishing in the coastal waters. Some of his interests are boating, volunteering in the local community, traveling to new destinations and spending time outdoors with family and friends as much as possible.
We bring each client a combination of deep industry knowledge and expert perspectives from other industries on the challenge at stake, to offer our clients fresh perspectives and breakthrough business insights.