Trevor Ricks Email & Phone Number
Managing Director - Investments, Senior Financial Advisor @ Wells Fargo Advisors
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Trevor Ricks Location
- Chicago, IL, US
Trevor Ricks Work
- Managing Director - Investments, Senior Financial Advisor @ (June 2025 - Present)
- Senior Vice President @ Morgan Stanley (March 2013 - June 2025)
- Wealth Management Intern @ Merrill Lynch (May 2012 - August 2012)
- Accountant @ Kamdar & Company (August 2009 - May 2011)
Trevor Ricks Education
- Northwestern University
Certificate in Financial Planning
2019-2019 - University of Illinois Chicago
Bachelor's degree (Cum Laude, Finance)
2011-2013 - Brigham Young University
(Business- Finance)
2009-2011 - Utah Valley University
Associate of Science (Business)
2007-2009
Trevor Ricks Skills
- Financial Services
- Services
- Wealth Management
Trevor Ricks Summary
- Trevor Ricks, based in Chicago, IL, US, is currently a Managing Director - Investments, Senior Financial Advisor at Wells Fargo Advisors. Trevor Ricks brings experience from previous roles at Morgan Stanley, Merrill Lynch and Kamdar & Company. Trevor Ricks holds a 2019 - 2019 Certificate in Financial Planning @ Northwestern University. With a robust skill set that includes Financial Services, Services, Wealth Management and more. Trevor Ricks has 3 emails and 1 mobile phone numbers on RocketReach.
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